Investment Representative. Bedard Financial. Location: Alexandria, ON. Salary: 36,000 to 60,000 annually (to be negotiated) / 40 hours per week. Full-time. Starts as soon as possible. Benefits: Financial benefits. Languages Bilingual. Education: Secondary (high) school graduation certificate. Experience: Experience is an asset. Work must be completed at the physical location. There is no option to work remotely. Worksite environment. Business. Work setting. Finance.

Responsibilities: 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. Personal suitability. Ability to multitask. Accurate. Client focus. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Judgment. Organized. Team player. Quick learner. Adaptability.

Benefits: Financial benefits. Group insurance benefits.

Until: 2025-05-06

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

Send email: jackie.bedard@manulifewealth.ca