💼 About This Role

You'll support investment and wealth management clients by delivering high-quality service, sales support, and proactive outreach. You'll handle inquiries, recommend solutions, and ensure compliance in a fast-paced financial environment. This role offers growth in wealth management within a collaborative, client-focused team.

🎯 What You'll Do

• Understand client financial needs and recommend investment solutions
• Conduct proactive outreach to enhance client portfolio growth
• Respond to inquiries, resolve issues, and process transactions accurately
• Achieve sales and service objectives by promoting investment solutions

📋 Requirements

• 2–3 years of experience in financial services, sales, or client support
• Post-secondary education in related field or equivalent
• CCVM or equivalent investment certification preferred
• Strong understanding of investment products and wealth management principles

✨ Nice to Have

• Registration with appropriate regulatory body
• Knowledge of risk management and compliance frameworks
• Bilingual French and English

🎁 Benefits & Perks

• 💰 Competitive salary range $38,500 – $71,000 CAD
• 🏥 Comprehensive health, dental, and life insurance
• 📈 Retirement savings plans with employer contributions
• 🎓 Education reimbursement and professional development
• 🏖️ Paid time off and vacation benefits

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter phone screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Role-specific assessment· 30 min