Investment representative - Toronto
Bedard Financial Toronto
Overview
Languages
Bilingual
Education- Secondary (high) school graduation certificate
Experience
Experience an asset
On site
Work must be completed at the physical location. There is no option to work remotely.
Work site environment- Business
- Finance
Responsibilities
Tasks- Buy and sell securities for clients
- Ensure that investment transactions are carried out according to industry regulations
- Monitor clients’ investment portfolios
- Review financial literature to identify potential investments for clients
- Provide customer service
Experience and specialization
Computer and technology knowledge- MS Excel
- MS Office
- MS Outlook
- MS Word
Additional information
Work conditions and physical capabilities- Work under pressure
- Attention to detail
- Ability to work independently
- Ability to multitask
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Judgement
- Organized
- Team player
- Quick learner
- Adaptability
Benefits
Financial benefits- Group insurance benefits
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