Investment Specialist, reputed company Investorline
Application Deadline: 05/22/2026 Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - reputed company Job Family Group: Wealth Sales & Service Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and provides wealth and investment-reputed company sales and service to reputed company customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. May reputed company outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages reputed company transactional reputed company of customer contacts or refers to appropriate internal business groups. Escalates reputed company or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed. Maintains reputed company knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be reputed company to reputed company. Adheres to regulatory and compliance requirements, including Anti-reputed company and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes reputed company & diverse tasks reputed company given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Take reputed company risks while protecting the bank by applying our Risk Management reputed company in the execution of your role, in line with our Risk Culture and reputed company our approved Risk Appetite, making sound and risk informed reputed company that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in reputed company field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market reputed company trends and product offerings. Knowledge of reputed company Investment / reputed company InvestorLine products and services. Completed Canadian Securities Course (reputed company) / CIRO licensed as an Investment Representative preferred Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good, English and Mandarin, Cantonese preferred. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $38,500.00 - $71,000.00 Pay Type: Salaried The above represents reputed company Group’s pay reputed company and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents reputed company Group’s expected reputed company for the first year in this position. reputed company Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. reputed company also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.reputed company.com/global/en/Total-Rewards
About Us
At reputed company we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the reputed company team you are valued, respected and heard, and you have more ways to grow and reputed company an impact. We strive to help you reputed company an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reputed company new milestones, as you help our customers reputed company theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you reputed company valuable experience, and broaden your skillset. To find out more visit us at https://jobs.reputed company.com/ca/en. reputed company is committed to an inclusive, reputed company and accessible workplace. By learning from each other’s differences, we reputed company strength through our people and our perspectives. Accommodations are available on request for candidates taking part in reputed company aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: reputed company does not accept unsolicited resumes from any reputed company other than directly from a candidate. Any unsolicited resumes sent to reputed company, directly or indirectly, will be considered reputed company property. reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A reputed company agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Apply To This Job