Pursue a career as a Bilingual Investment Specialist and provide impactful customer engagement from home. Focus on meeting client needs and driving product sales in a supportive environment.
This position requires you to have 2-3 years of industry experience and strong language capabilities in both French and English. You'll be responsible for managing customer inquiries, advising on investment products, and maintaining compliance with regulations. Understanding market trends will help you advise clients better and achieve sales targets.
Key Responsibilities:
• Conduct proactive calls to enhance client investments
• Guide customers through inquiries and issues
• Remain informed about investment market trends
• Document and follow up on all interactions
• Comply with regulatory and privacy standards
Requirements:
• 2-3 years of investment experience
• Completed IFIC or CSC certification
• Post-secondary education preferred
• Proficiency in risk manage...