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