Investment Specialist



Advert ID




Job Type




Salary Range

Up to CAD49500.00 per year

No. of Openings


Branch Information

Mississauga, ON - (CAN) 30 Topflight Drive Unit 10 ON Mississauga , ON L5S 1Y1



Job Description

Our client, located in the Mississauga area is adding to their finance team with an Investment Specialist! This position will be permanent and requires an Investment Representative (IIROC) license. Interested knowing more? Read on!

What is the role?

*May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.

*Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.

*Provides professional quality sales and service for customer and prospect inquires, issues and requests.

*Probes to understand customer needs and advises them through their unique investment needs.

*Achieves sales targets with a focus on relevant investment products.

*Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.

*Escalates complex or unresolved customer situations to senior managers as required.

*Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.

*Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.

*Integrates marketing promotions and programs into customer conversations where appropriate.

*Maintains the confidentiality of customer and Bank information.

*Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.

*Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, *Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.

*Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

*Analyzes issues and determines next steps.

*Broader work or accountabilities may be assigned as needed.

What do you bring to the role?

*Between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

*High school diploma or equivalent work experience.

*Knowledge of competitive market place trends and product offerings.

*Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative

*Some understanding of Risk Management & Compliance.

*Specialized knowledge.

*Good verbal & written communication skills

*Organization skills

*Collaboration & team skills

*Analytical and problem solving skills

What does the role offer to you?

* Full time permanent work

$50,000/yearly to start

* Quarterly performance bonus structure. On average, individuals meeting their targets can earn anywhere from $2500-$7500 on top of their base salary

* Employer paid benefits

* Industry Leading training starting day 1

* Strong Support from Leadership team that supports the growth and development of their employees

If you are interested in this opportunity please apply online today!

Manpower Group recognizes the importance of providing an accessible and barrier-free environment. We are committed to creating a welcoming, fair and inclusive environment by offering equal opportunity to access our services. At Manpower Group, we are committed to providing accommodations, and will work with you to meet your needs.