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Investment Representative - Jobs in North York, Ontario, M2h2n5

Primerica - Toronto, ON
Job LocationNorth York, Ontario, M2h2n5
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePart time

Job Description

Job Title: Investment RepresentativeLocation: North York/TorontoEmployment Type: Part time to Full timeAbout Us:Primerica mission to help families earn more income, get properly protected, debt free and financial independent.. We provide expert guidance in wealth management, investment strategies, and financial planning.Job Overview:We are seeking a motivated Investment Representative to join our team. This role is commission-based and offers high-income potential based on business generated. Reps with a size-able client base will also receive a monthly compensation. The successful candidate will provide investment solutions, financial guidance, and portfolio management services to clients.Key Responsibilities:

  • Develop and maintain relationships with clients to understand their financial goals and risk tolerance.
  • Provide investment recommendations tailored to clients #39; needs.
  • Conduct portfolio reviews and recommend adjustments as necessary.
  • Stay informed about market trends, financial products, and regulatory changes.
  • Understand our the wide range of investment products, and able to analysis different portfolio of other firms.
  • Ensure compliance with industry regulations and company policies.
  • Prospect and acquire new clients through networking and referrals.
Qualifications:
  • Completion of Canadian Securities Course (CSC) and/or Canadian Funds Investment Course (CFIC) preferred.
  • Licensing in good standing with the appropriate regulatory body (OSC or MFDA).
  • Strong sales and interpersonal skills with the ability to build trust with clients.
  • Entrepreneurial mindset with the ability to work independently.
  • Previous experience in financial services, wealth management, or investment advisory is an asset.
What We Offer:
  • Competitive commission-based compensation.
  • Opportunities for sponsorship of licensing for qualified candidates.
  • Ongoing training and professional development.
  • Supportive team environment and access to industry-leading resources.
How to Apply:If you are passionate about helping clients achieve financial success and want to build a rewarding career in investments, we encourage you to apply. Please submit your resume and a brief cover letter outlining your qualifications and interest in the role.Powered by JazzHR

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