Key skills
CommunicationProblem SolvingSales
About this role
Role Overview
- Proactively call and take calls from new and existing insurance and investment clients
- Engage with individual insurance and investment clients over the phone and through digital tools
- Assess clients’ financial needs and recommend appropriate investment and/or insurance solutions
- Help clients be ‘retirement ready’ through the use of planning tools
- Conduct investment risk assessments and provide solutions aligned with clients' investment profiles
- Maintain registration and licensing in good standing as an MFDA Dealing representative
- Contribute to the team’s ongoing success by identifying continuous improvement opportunities to improve client experience
Requirements
- Bachelor degree or 2+ years of relevant experience
- Valid sales and service experience (preferably in mutual fund sales)
- Strong knowledge and passion of retail investment products
- Experience doing business over the phone
- Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Excellent communication skills, both written and verbal
- Strong relationship building skills
- Strong problem solving skills
- Adaptable and resourceful
- A valid and active Mutual Fund License (CIRO), or courses completed (IFIC or CSC certification).
Benefits
- Competitive Salary and annual incentive plan
- Comprehensive benefits package which includes: -Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
- Opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
- Positive, dynamic, and collaborative work environment