Job Summary
We are seeking a detail-oriented Investment Specialist to provide investment guidance, support portfolio management, and help clients achieve their financial goals. The ideal candidate will have strong knowledge of financial markets, investment products, and client relationship management.
Responsibilities
- Analyze client financial information and develop suitable investment strategies
- Monitor market trends and recommend portfolio adjustments when needed
- Advise clients on investment options, including stocks, bonds, and mutual funds
- Maintain accurate records of client accounts and portfolio performance
- Review financial plans and update strategies based on client objectives
- Prepare reports and presentations for clients and internal teams
- Support new client onboarding and explain available services and products
- Ensure compliance with industry regulations and company policies
Requirements
- Experience in investments, financial services, or a related field
- Strong understanding of investment principles and financial markets
- Excellent analytical and problem-solving skills
- Strong communication and client relationship abilities
- Ability to work independently and manage multiple priorities
- Familiarity with financial software and reporting tools is preferred
- Professional certifications such as CFA or CFP are an advantage but not required
This role offers an opportunity to help clients build long-term financial success while growing within a professional and collaborative environment.
Pay: $74,550.00-$86,500.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Flexible schedule
- Life insurance
- RRSP match
- Vision care
- VRSP
- Work from home
Work Location: In person
