Mutual Fund Representative

**About Us**

We are a team of experienced financial advisors who specialize in tax-efficient wealth planning for individuals, families, and business owners across Ontario. Our mission is to deliver customized financial strategies that align with our clients’ long-term goals—while minimizing tax impact and maximizing financial security.

We take pride in our collaborative environment and exceptional administrative support, allowing our advisors to focus on what matters most: building trusted client relationships and delivering value-driven advice.

**Job Overview**

**Responsibilities**
- Provide expert advice to clients regarding mutual fund investments and strategies.
- Conduct thorough research on various mutual funds to present tailored options to clients.
- Analyze market trends and performance data to assist in making informed investment decisions.
- Maintain up-to-date knowledge of financial regulations and compliance standards.
- Build and maintain strong relationships with clients by offering ongoing support and guidance.
- Prepare detailed reports and presentations on investment performance for clients.
- Collaborate with other financial professionals to enhance service offerings and client satisfaction.

**Qualifications**
- **Bachelor’s degree** in Finance, Business Administration, or a related field preferred.
- Successful completion of the **Canadian Investment Funds Course (CIFC)** or **IFIC Mutual Funds Course**.
- Strong knowledge of **CRM2 disclosure requirements**, client reporting standards, and MFDA regulations.
- Strong background in financial services, with a focus on mutual funds or investment banking.
- Excellent mathematical skills for analyzing data and performing calculations.
- Proven ability to conduct research effectively and present findings clearly.
- Exceptional communication skills, both verbal and written, with a focus on client engagement.
- Detail-oriented with strong organizational and documentation skills.
- Previous experience in a customer-facing role within the financial sector is a plus.

Join us as we strive to provide outstanding financial solutions to our clients while fostering your professional growth within the industry.

Pay: $45,000.00-$70,000.00 per year

**Benefits**:

- Company events
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Vision care

Schedule:

- Monday to Friday
- Weekends as needed

**Education**:

- Bachelor's Degree (preferred)

**Language**:

- French (preferred)

**Location**:

- Trenton, ON (preferred)

Work Location: In person