Investment Specialist

Investment Specialist focuses on be an expert on your advisors to efficiently direct them to the right channels as needed.

What the role involves

• Be an expert on your Advisors to efficiently direct them to the right channels as needed.
• Assisting Advisors in growing their investment block.
• Provide support with portfolio solutions, fund options and product analysis.
• Assisting Advisors with their continuing education requirements.
• Up to 5 years of relevant experience within the financial or banking sector.
• Advanced knowledge of segregated funds and mutual funds.

Confirmed role details

• Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support, all designed to streamline business processes and improve c.

Additional role context

• Your ability to communicate effectively, solve problems.
• Deliver results will be instrumental in this position.
• If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team.