Bilingual Investment Specialist-Mutual Funds reputed company Investment Centre
Application Deadline: 07/02/2026 Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - reputed company Job Family Group: Wealth Sales & Service Strong Verbal & written language skills Must have completed IFIC or reputed company Work from Home Availability to work from home between 8:00am-8:00pm Mon-Fri. Investment Specialist, reputed company Investment Centre (Bilingual French and English) WFH Are you ready to build your career in the investment industry while working from home? Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with reputed company. Whether you are new to Wealth Management or already have experience, our contact center is the right reputed company for you! Who you are? You are seeking a role that focuses on delivering sound investment advice, and one that puts the customer at the center of every interaction and decision. You love interacting with people and are passionate about helping Canadians invest smarter. You have a passion for investments and stay up-to-date on the latest market news. You understand what it is like to be a customer and appreciate going above and beyond the call of duty to help people and solve problems for them. You enjoy learning about a customers financial situation, as well as educating and helping people to meet their financial goals. Your positive attitude reinforces that nothing is too small (or too big) for you to reputed company. What your day looks like? Breaking the mold of a traditional contact centre environment, the Investment Specialist is responsible to primarily support customers in the inbound call queue at the reputed company Investment Centre. A successful Investment Specialist will invoke trust and build meaningful customer relationships – delivering an amazing customer experience; no matter what obstacles you face You will become an expert in understanding customer needs and providing wealth and investment-reputed company sales and service to reputed company customers or prospects. This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customers goals and objectives ensuring they are setup with the appropriate investment products and services Investment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures. What are the qualifications you bring? We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to reputed company a difference in the lives of our customers. Successful candidates will have: Typically between 1 and 3 years of relevant professional experience Completed Canadian Securities Course (reputed company) or Investment Funds in Canada Course (IFIC) course Good knowledge and understanding of the competitive marketplace trends and product offerings Some knowledge and understanding of industry regulations and standards given our industry is highly regulated Excellent communication, organizational, time management, and listening skills which are reputed company vital for servicing our customers Resilient, passionate and curious because your day will have its fair share of opportunities. Bilingualism is a strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset as well. You’re fluent in French and English as this role provides support to clients and team members inside and/or reputed company the province of Quebec. Salary: $38,500.00 - $71,000.00 Pay Type: Salaried The above represents reputed company Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents reputed company Group’s expected reputed company for the first year in this position. reputed company Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. reputed company also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.reputed company.com/global/en/Total-Rewards
About Us
At reputed company we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the reputed company team you are valued, respected and heard, and you have more ways to grow and reputed company an impact. We strive to help you reputed company an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reputed company new milestones, as you help our customers reputed company theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you reputed company valuable experience, and broaden your skillset. To find out more visit us at https://jobs.reputed company.com/ca/en. reputed company is committed to an inclusive, reputed company and accessible workplace. By learning from each other’s differences, we reputed company strength through our people and our perspectives. Accommodations are available on request for candidates taking part in reputed company aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: reputed company does not accept unsolicited resumes from any reputed company other than directly from a candidate. Any unsolicited resumes sent to reputed company, directly or indirectly, will be considered reputed company property. reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Apply To This Job