Investment Representative

Overview

Role involves executing trades and supporting client success while ensuring compliance.

Ideal candidate has 2+ years in investment industry and strong communication skills.

Locations

• Canada

Requirements

• 2+ years investment industry experience
• Bilingualism (French/English) considered an asset
• Extreme precision and attention to detail

Responsibilities

• Deliver amazing client experience
• Execute manual trades
• Identify operational improvements
• Monitor and improve operational processes
• Build training materials
• Participate in feedback loops

Benefits

• Competitive salary
• Retirement savings matching plan
• 20 vacation days per year
• 90 days away program
• Company-wide wellness days off