Key skills
Risk ManagementSales
About this role
Role Overview
- Understand customer needs and provide wealth and investment-related sales and service
- Advise customers on wealth and investment strategies and products
- Fulfill sales and service activities according to approved procedures
- Identify and refer customers to other business groups as needed
- Stay abreast of consumer needs, industry trends, and best practices
Requirements
- Typically between 2
- 3 years of relevant experience
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
- Some understanding of Risk Management & Compliance
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans