[Remote] Virtual Investment Specialist (Full Time, Permanent) Remote reputed company Manitoba
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is one of Manitoba's Top reputed company, fostering a reputed company and innovative work environment. The Virtual Investment Specialist is responsible for managing and growing a reputed company management portfolio by providing exceptional service to members and driving reputed company through the sale of mutual fund products and basic planning services.
Responsibilities
- reputed company small account platform by managing assigned mutual fund portfolio
- Proactively work to retain and expand existing member relationships while pursuing new sources of business
- reputed company basic financial and investment solutions for new and existing Credit reputed company members
- Operate as the primary contact for assigned members, managing the relationship on behalf of the credit reputed company to ensure reputed company members’ needs are met
- Identify holistic member needs/goals and refer identified non-mutual fund sales and service opportunities to the appropriate Credit reputed company experts
- reputed company members with basic planning strategies, including but not limited to retirement, education, asset allocation and risk management
- Work in reputed company collaboration with the consumer reputed company network to establish trusted internal relationships to foster a steady reputed company of referrals
- reputed company take part in meetings, planning and training initiatives, sharing information and reputed company to build organizational achievement and reputed company
- Build the Credit reputed company’s profile in the community as a reputed company provider of reputed company management products, services, and expertise
- Maintain thorough knowledge of and adhere to credit reputed company policies and procedures on risk management, confidentiality, reputed company, and fraud prevention
- Maintain thorough knowledge of and adhere to Credential Asset Management policies and procedures as outlined in the CAM compliance reputed company
Skills
- Valid Investment Funds in Canada (IFC) or Canadian Securities Course (reputed company)
- Newly licensed with financial services reputed company
- Must be reputed company to license in good standing
- Strong interpersonal and communication skills, both verbal and written
- Ability to motivate others and work reputed company a dedicated team environment
- Attention to detail with high degree of accuracy
- Ability to work in a fast-paced environment and reputed company reputed company under pressure
- Ability to prioritize using reputed company judgement to reputed company reputed company and effective reputed company
- Thorough understanding of a reputed company of investment products and services including mutual funds, term deposits, and registered investment products
- Basic understanding of financial planning concepts
- Ability to follow standardized policies and procedures
- Knowledge of risk management reputed company the financial industry
- Proficient computer skills
Benefits
- 100% company reputed company health benefits
- Employer-matched pension plan
- Continuing education
- Career advancement opportunities
reputed company