Role Description
Language Preferences
Strong verbal and written language skills in both French and English.
Certifications
Must have completed IFIC or CSC.
Work From Home
Work from home.
Availability
8:00AM to 8:00PM EST, Monday to Friday (37.5 hours per week).
Expected Start Date
June 8th, 2026.
Responsibilities
- May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Provides professional quality sales and service for customer and prospect inquiries, issues and requests.
- Probes to understand customer needs and advises them through their unique investment needs.
- Achieves sales targets with a focus on rel...