Mutual Funds Advisor – Remote

A leading financial institution is seeking a Mutual Funds Representative for its Contact Centre Investment Team in Toronto. The role focuses on delivering exceptional client experiences, promoting investment products, and resolving client inquiries related to mutual funds. Applicants should have a valid Mutual Funds License and thrive in a flexible,...

A leading financial institution is seeking a Mutual Funds Representative for its Contact Centre Investment Team in Toronto. The role focuses on delivering exceptional client experiences, promoting investment products, and resolving client inquiries related to mutual funds. Applicants should have a valid Mutual Funds License and thrive in a flexible,...

Job Description - *This role is designated as “Hybrid” as part our Fidelity’s Dynamic Working Model*_ - Current Work Authorization is required for all openings._ Who We Are: Fidelity Clearing Canada (FCC) was founded in 2009 to provide execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian...

The Investment Funds Institute of Canada (IFIC) is the voice of Canada’s investment funds industry. IFIC brings together approximately 150 organizations, including fund managers, dealers, and service providers, to strengthen the integrity of the investment funds industry and foster public confidence in investment funds, helping Canadian investors to...

Job Title: Business Development Manager, Sales - Company: Lysander Funds Limited - Location: Toronto, ON or Montréal, QC - Sales Region: Atlantic Canada Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and...

Job Title: Business Development Manager, Sales - Company: Lysander Funds Limited - Location: Toronto, ON - Sales Region: Toronto, Northern GTA, Northern Ontario Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund...

Job DescriptionKey responsibilities – highlighted:Primarily responsible for professionally answering all incoming calls from clients, advisors, or investors of the Customer Contact CentreAble to provide professionalism and composure when dealing with internal/external clientsPerform all required responsibilities as a representative of the Contact...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Join to apply for the Mutual Funds Representative - Contact Centre Investment Team role at CIBC. We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. What You’ll Be Doing As a member of CIBC’s Contact Centre Investment Team, the Mutual...

Join to apply for the Mutual Funds Representative - Contact Centre Investment Team role at CIBC . We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. What You’ll Be Doing As a member of CIBC’s Contact Centre Investment Team, the Mutual...