Bilingual Investment Specialist Job

Job Code: #724
Title: Bilingual Investment Specialist
Job Location: Ottawa ON

Job Description:

Salary: $45,000 + Uncapped Commission

Bilingual Investment Specialist

Company overview

Our client is a vibrant and innovative financial services provider committed to supporting the well-being of its members, employees and communities. With 129,000 members and 24 branches, our client has consolidated assets in excess of $2 billion. The commitment is to combine personalized advice with award winning products and services, which include investments, financial planning and insurance that focus on members’ needs. To achieve this, through an integrated wealth management relationship, our client uses a rigorous selection process for both our professionals and providers, while following a disciplined approach that puts the member first.

Essential Qualities for Job
- Serve as the “subject matter expert” for credit union members/clients to ensure that their financial planning experience is second to none
- Analyze and identify the needs of the referred members/clients and develop recommendations, supported by Qtrade’s financial planning tools to assist members/clients achieve their goals
- Ability to Build relationships with clients
- Are a great communicator and a better listener
- Thrive in a team environment
- Ability to multitask
- Ability to articulate and communicate precise details to other departments

Requirements
- Post Secondary Diploma/degree in Commerce or Business Administration
- Minimum 3 year experience
- Must be an IIROC Registered Representative
- Bilingualism (English and French) is mandatory
- Will be responsible for at least 3 branches
- Ability to work both individually and in a team environment

Other Skills and Abilities
- Superior communication skills
- Excellent time management and organizational skills
- Computer savvy
- Must be service oriented
- Must be willing to travel

Advantages of working for this Client
- Full benefits
- Working for a community involved company
- Commission incentive for productivity

If you are qualified and interested in this position, please apply today!

J2W: SALES

Job Segments: Bank, Banking, Bilingual, Credit Union, Finance, Investment