Job Responsibilities

Listen to clients’ needs and resolve complex situations.

Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made‑to‑measure insurance and estate planning needs.

Ensure client satisfaction and engagement.

Refer clients to specialist colleagues for specific needs.

Ensure adherence to compliance and risk management rules.

Your Team

The branch is open one evening a week. The schedule varies depending on team availability. The position reports to the Branch Manager and works with a team of experts in investment, mortgage financing, and other areas.

Prerequisites

• Hold a college diploma (DEC) or equivalent.
• Hold a mutual‑fund representative (MFR) licence – if not, obtain within three months of hiring (full refund upon successful attainment).
• Advisory service experience, inclusive attit...