Mutual Fund Representative
1 week ago
Company Description
Co-operators is a leading Canadian financial services co-operative offering multi-line insurance, wealth products, and financial advice to promote financial strength and security. With over $56 billion in assets under management, Co-operators provides solutions encompassing property and casualty insurance, life insurance, wealth management, institutional asset management, and brokerage operations. Guided by a vision to drive sustainability, Co-operators invests in community-oriented initiatives and social enterprises while championing financial literacy, mental health, and environmental sustainability. With over 6,000 employees, 2,500 licensed insurance representatives, and more than 600 locations across Canada, Co-operators has been committed to meeting the needs of clients and communities since 1945.
Role Description
This is a full-time on-site role for a Mutual Fund Representative located in St. Albert, AB. The role involves providing financial advice and services to clients, assisting with mutual fund investments, and offering guidance on portfolio management. The representative will work with clients to address their financial goals and priorities while ensuring an exceptional customer service experience. In addition, the Representative will keep up to date with regulatory requirements and ensure client portfolios align with compliance standards and market opportunities.
Qualifications
- Experience in Investments, Finance, and Mutual Funds to effectively manage client portfolios and financial transactions
- Strong Customer Service skills to build lasting relationships and provide tailored advice to clients
- Proficiency in Portfolio Management to analyze and optimize investments while balancing risk
- Knowledge of financial industry regulations and an understanding of compliance requirements
- Excellent interpersonal and communication skills, with the ability to explain complex financial information clearly
- Completion of relevant financial certifications (e.g., IFIC or CSC) and licensing required for mutual funds
- Proven ability to work collaboratively within a team environment and adapt to client needs
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