Investment Specialist
Hybrid · Canada
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 Support)
Builds
Wealth management product sales and advisor support
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Investment product knowledge (mutual funds, segregated funds, fixed income), strategic guidance, problem solving, communication, Microsoft Office
Preferred skills
Continuous learning, positive attitude, detail orientation
Responsibilities
Drive regional sales of wealth management products, provide strategic investment guidance to advisors, assist with portfolio solutions and product analysis, support advisor continuing education
Seniority
Mid-level, hands-on IC