💼 About This Role

You'll support clients in achieving financial and investment goals through tailored advice in a fast-paced environment. Your core impact is engaging with customers to understand their needs and recommend suitable products. This remote role offers compliance-focused growth in a regulated financial setting.

🎯 What You'll Do

• Deliver investment-related sales and service support to meet client goals
• Engage customers through inbound and outbound interactions
• Achieve sales targets while ensuring compliance and suitability
• Manage client transactions and documentation accurately

📋 Requirements

• 2–3 years of experience in financial services or client advisory roles
• CSC completion or willingness to obtain
• Knowledge of investment products and wealth management principles
• Understanding of compliance and regulatory frameworks

✨ Nice to Have

• Post-secondary education in business, finance, or economics
• Additional language proficiency (Mandarin or Cantonese)
• CIRO licensing

🎁 Benefits & Perks

• 💰 Competitive salary $38,500–$71,000 CAD plus commission
• 🏥 Comprehensive health, dental, and life insurance
• 📚 Tuition reimbursement and learning opportunities
• 🏡 Flexible remote work with structured hours
• 🎁 Retirement savings plans and financial wellbeing support

📨 Hiring Process

Estimated timeline: 2–4 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3Offer· 1 week