About this role
Accountabilities: 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. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
- LOCATION
- Remote · Canada
- WORK MODE
- Remote
- JOB TYPE
- Full-time
- POSTED
- Oct 28, 2026
Source: Jobgether Careers