Représentant(e) en fonds communs de placement

• Respond to incoming client inquiries and provide knowledgeable, professional support regarding investment products and services.


• Build and maintain strong client relationships by understanding individual financial circumstances, investment objectives, and service expectations.


• Guide new and existing clients through account openings and explain the available investment options.


• Process mutual fund and term investment transactions accurately and in accordance with established procedures.


• Assess clients’ financial goals and recommend appropriate investment products and services based on their needs and circumstances.


• Deliver a high-quality, personalized client experience by addressing questions, resolving concerns, and identifying opportunities to add value.


• Stay informed about financial markets, investment trends, and product developments to provide relevant and up-to-date guidance.


• Conduct all sales and service activities in compliance with applicable regulations, industry standards, and internal policies.

Requirements

• Typically, 1–3 years of relevant professional experience in financial services, banking, investments, wealth management, or a customer-facing sales and service environment.


• Successful completion of the Canadian Securities Course (CSC/CCVM) or the Investment Funds in Canada course (IFIC/FIC).


• Knowledge of investment products, mutual funds, financial markets, and current industry trends.


• Familiarity with regulatory requirements, compliance standards, and procedures within a highly regulated financial services environment.


• Strong communication and active listening skills, with the ability to explain financial concepts clearly and adapt recommendations to different client needs.


• Excellent organizational and time-management skills, with a strong commitment to accuracy and attention to detail.


• A client-first mindset, with the ability to build trust, understand financial objectives, and deliver effective solutions.


• Resilience, curiosity, adaptability, and a positive attitude when managing competing priorities and resolving challenging situations.


• Confidence working independently in a fully remote environment while maintaining productivity, professionalism, and a high standard of service.

Benefits

• Competitive annual salary: CAD $40,500–$80,000, depending on location, experience, education, skills, and qualifications. Additional compensation may include performance-based or discretionary bonuses and, where applicable, commission opportunities.


• Fully remote work: Work from home across eligible Canadian locations, eliminating the need for a daily commute.


• Full-time employment: Build a long-term career in investment services and wealth management.


• Health and insurance coverage: Access to health benefits, life insurance, and accident insurance.


• Retirement savings plans: Opportunities to plan and save for your financial future.


• Tuition reimbursement: Financial support for eligible learning and professional development expenses.


• Training and coaching: Structured learning, ongoing guidance, and leadership support to help you strengthen your investment expertise and advance your career.


• Career development opportunities: Access to professional growth, networking, and opportunities to expand your skills within the financial services industry.


• Inclusive work environment: A commitment to accessibility, equity, and inclusion, with accommodations available throughout the recruitment process upon request.