Investment Specialist, Mutual Funds (Bilingual in English and in French)
Core
Deliver sound investment advice and support customers with wealth and investment-related sales and service via inbound calls.
Role type
Investment Specialist (Wealth Management)
Builds
Customer relationships and investment accounts
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment advice, customer relationship building, onboarding, transaction processing, goal setting, market knowledge, regulatory compliance
Preferred skills
Bilingual (English/French), fast-paced environment adaptability
Technologies
Mutual Fund platforms, Term investment systems
Responsibilities
Support customers in the inbound call queue, deliver wealth and investment-related sales and service, support onboarding of new accounts, process Mutual Fund and Term investment transactions, review customer goals and objectives
Seniority
Entry to Mid-level (1-3 years experience)
