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 relevant investment products.