Investment Representative with Licensing

Job Summary

A company is looking for an Investment Representative to execute trades and support client experiences.

Key Responsibilities

• Deliver exceptional client experiences and explain investment concepts in an accessible manner
• Execute manual trades in collaboration with cross-functional teams
• Identify and implement operational improvements for trading processes

Required Qualifications

• Minimum of 2 years of experience in the investment industry
• Completion of the Canadian Securities Course (CSC)
• Completion of the Conduct and Practices Handbook Course (CPH)
• Completion of the Derivatives Fundamentals and Options Licensing Course (DFOL)
• Bilingualism in French and English is considered an asset