Bilingual Advisor – Wealth

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 an appropriate investment and/or insurance solution
• Help clients be ‘retirement ready’ through the use of planning tools
• Conduct investment risk assessments and provide solutions aligned with their investment profile
• Work closely with Branch Manager and support teams to stay current on product and regulatory updates
• Maintain registration and licensing in good standing as an MFDA Dealing representative across all provinces and territories in Canada
• Contribute to the team’s ongoing success by identifying continuous improvement opportunities
• Foster a work environment which values people, invites creativity, celebrates learning, and encourages employee engagement

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) allowing you to obtain the license immediately following the hire.

Benefits

• Medical, dental, life, and disability insurance
• Employee matched pension plan
• Stock purchase plan
• 3 weeks paid vacation
• Licensing fees covered
• Opportunity to work in a continuous improvement environment
• Personal growth and career development support
• Positive, dynamic, and collaborative work environment