Investment Specialist
Core
Support financial advisors and drive regional sales of wealth management products including mutual funds, segregated funds, and fixed income.
Role type
Investment Specialist (Wealth Management)
Builds
Wealth management product sales and advisor portfolio solutions
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Segregated funds expertise, Mutual funds expertise, Fixed income products knowledge, Strategic investment guidance, Portfolio analysis, Continuing education support
Preferred skills
Problem-solving, Attention to detail, Microsoft Office proficiency, Online meeting platforms familiarity
Responsibilities
Drive regional sales of wealth management products, Provide strategic guidance on investment solutions, Assist advisors in growing their investment block, Support advisors with continuing education requirements
Seniority
Mid-level (up to 5 years experience)