Jobgether
Accountabilities: Understand clients’ investment and wealth management objectives, needs, and individual circumstances to recommend appropriate products and strategies. Build and maintain strong professional relationships with current and prospective clients through personalized, high-quality service. Proactively contact clients to identify opportunities to improve their experience and address their investment needs. Provide guidance on relevant investment products and services based on clients’ objectives and financial needs. Achieve established sales objectives while maintaining a strong focus on appropriate investment solutions. Identify opportunities for additional products and services and refer clients to other specialized teams when appropriate. Complete required transactions and service activities during client interactions or direct requests to the appropriate internal teams. Present relevant marketing programs, promotions, and initiatives during client conversations when appropriate. Maintain current knowledge of investment markets, industry practices, products, and emerging trends. Stay informed about consumer needs, industry best practices, and regulatory developments affecting financial products and services. Accurately document client interactions and maintain up-to-date information in relevant client management and service systems. Complete all required documentation following client interactions to ensure requests are processed accurately and efficiently. Escalate complex or unresolved client situations to the appropriate senior leaders when necessary. Analyze client issues, determine appropriate next steps, and support timely resolution within established procedures. Protect the confidentiality of client and company information at all times. Identify and report suspicious activity that may be associated with money laundering or terrorist financing. Comply with applicable regulatory, compliance, consumer protection, privacy, and anti-money laundering requirements. Handle complex and varied requests while operating within established policies, procedures, and authority limits. Take on additional responsibilities and duties as required by the business and team. Requirements 2–3 years of relevant professional experience, ideally in financial services, investments, wealth management, sales, or client service. Post-secondary education in a relevant field is preferred, or an equivalent combination of education and professional experience. High school diploma or equivalent work experience as a minimum. Fluency in both French and English, spoken and written, as the role supports clients and team members across Quebec and other Canadian provinces. Good knowledge of investment and wealth management products, services, industry trends, and competitive offerings. Understanding of sales, client service, and investment advisory processes. Successful completion of the Canadian Securities Course (CSC) and possession of an investment representative license through the Canadian Investment Regulatory Organization (CIRO) are preferred. Ability to complete the Canadian Investment Regulatory Exam (CIRE) and applicable derivatives examination within the required timeframe to become fully operational in the role. Functional understanding of risk management, compliance, and regulatory requirements within the financial services industry. Strong written and verbal communication skills, with a professional and client-focused approach. Good analytical and problem-solving abilities, including the ability to assess client needs and determine appropriate solutions. Strong organizational skills and the ability to manage multiple requests and priorities effectively. Ability to collaborate effectively with internal teams and make appropriate referrals to specialized groups. Strong commercial awareness, active listening skills, and the ability to identify relevant opportunities while maintaining a high standard of client service. Excellent attention to detail and commitment to accuracy, confidentiality, and regulatory compliance. Ability to work independently and effectively in a fully remote environment. Legally authorized to work in Canada. Benefits Annual salary range of $40,500 to $80,000, depending on location, experience, skills, education, and qualifications. Potential commission structure depending on the applicable compensation model. Total compensation may include performance bonuses, discretionary bonuses, and other rewards. Health insurance. Accident and life insurance. Retirement savings plans. Tuition reimbursement opportunities. 100% remote work from within Canada. Full-time schedule of 37.5 hours per week, Monday to Friday, with availability between 8:00 a.m. and 6:00 p.m. ET. Training and professional coaching to support development in the role. Leadership support and networking opportunities. Continuous learning and professional development opportunities. Inclusive, equitable, and accessible work environment. Accommodation available upon request throughout the recruitment process. 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