Représentant(e) en fonds communs de placement

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Représentant(e) en fonds communs de placement based in Canada. Are you passionate about investments and committed to helping clients make informed financial decisions? This fully remote, full-time opportunity allows you to build your career in wealth management while working from home. You will support clients through personalized investment guidance, helping them understand their financial needs and identify solutions aligned with their goals. In a dynamic, client-focused environment, you will handle incoming inquiries, assist with investment transactions, and build lasting relationships based on trust. This role combines financial knowledge, consultative sales, and exceptional customer service to create meaningful client experiences. It is an excellent opportunity for motivated professionals looking to develop their expertise, strengthen their investment knowledge, and contribute to clients’ financial success. Accountabilities - Respond to incoming client inquiries and provide knowledgeable, professional support regarding investment products and services. - Build and maintain strong client relationships by understanding individual financial circumstances, investment objectives, and service expectations. - Guide new and existing clients through account openings and explain the available investment options. - Process mutual fund and term investment transactions accurately and in accordance with established procedures. - Assess clients’ financial goals and recommend appropriate investment products and services based on their needs and circumstances. - Deliver a high-quality, personalized client experience by addressing questions, resolving concerns, and identifying opportunities to add value. - Stay informed about financial markets, investment trends, and product developments to provide relevant and up-to-date guidance.

- Conduct all sales and service activities in compliance with applicable regulations, industry standards, and internal policies. Requirements - Typically, 1–3 years of relevant professional experience in financial services, banking, investments, wealth management, or a customer-facing sales and service environment. - Successful completion of the Canadian Securities Course (CSC/CCVM) or the Investment Funds in Canada course (IFIC/FIC). - Knowledge of investment products, mutual funds, financial markets, and current industry trends. - Familiarity with regulatory requirements, compliance standards, and procedures within a highly regulated financial services environment. - Strong communication and active listening skills, with the ability to explain financial concepts clearly and adapt recommendations to different client needs. - Excellent organizational and time-management skills, with a strong commitment to accuracy and attention to detail. - A client-first mindset, with the ability to build trust, understand financial objectives, and deliver effective solutions. - Resilience, curiosity, adaptability, and a positive attitude when managing competing priorities and resolving challenging situations. - Confidence working independently in a fully remote environment while maintaining productivity, professionalism, and a high standard of service. Benefits - Competitive annual salary: CAD $40,500–$80,000, depending on location, experience, education, skills, and qualifications. Additional compensation may include performance-based or discretionary bonuses and, where applicable, commission opportunities. - Fully remote work: Work from home across eligible Canadian locations, eliminating the need for a daily commute. - Full-time employment: Build a long-term career in investment services and wealth management. - Health and insurance coverage: Access to health benefits, life insurance, and accident insurance.