About this role
Role Overview
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
- Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.
- Focus areas include discretionary management, mutual funds, exchange-traded funds and structured products.
- Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
- Support current and potential members and clients, represent the organization, and help negotiate agreements with clients.
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment