This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Représentant(e) en fonds communs de placement - Virtuel - Bilingue based in Canada. This role offers the opportunity to support clients in achieving their financial goals through personalized investment guidance and high-quality virtual service. You will help clients understand their wealth management needs while recommending suitable investment solutions aligned with their objectives. The position combines relationship management, sales expertise, financial knowledge, and a strong commitment to client experience. Working remotely, you will connect with clients across Canada and contribute to a team focused on delivering trusted investment support. The ideal candidate will bring strong communication skills, regulatory awareness, and a passion for helping clients make informed financial decisions. This is an opportunity to grow within a dynamic wealth management environment while building meaningful client relationships. \n

Accountabilities: The Virtual Mutual Funds Representative will provide professional investment support and advisory services to current and prospective clients. This role focuses on understanding client needs, recommending appropriate investment solutions, achieving sales objectives, and ensuring compliance with established financial regulations and service standards. Engage with clients to understand their financial objectives, investment needs, and wealth management priorities. Recommend and promote appropriate investment products and services based on client goals and approved guidelines. Proactively contact clients to identify opportunities to improve their experience and provide relevant investment solutions. Deliver professional sales and service support by responding accurately to client questions, requests, and investment inquiries. Achieve sales objectives by identifying opportunities and matching clients with suitable investment products. Process client transactions accurately and complete required documentation following each interaction. Refer clients to specialized internal teams when additional expertise or support is required. Maintain up-to-date knowledge of investment markets, industry trends, products, and regulatory requirements. Communicate relevant programs, promotions, and investment opportunities to clients when appropriate. Protect confidential client and organizational information while following privacy and security standards. Identify and report suspicious activity potentially related to money laundering or financial crime. Follow compliance requirements, including applicable consumer protection, regulatory, and risk management obligations. Analyze client issues, determine appropriate solutions, and escalate complex situations when necessary. Requirements: The successful candidate will have experience in financial services, investment products, or client-facing sales environments, combined with strong communication and problem-solving skills. They should be comfortable working independently in a virtual setting while maintaining a strong focus on client satisfaction and regulatory compliance. 2–3 years of relevant professional experience with post-secondary education in a related field preferred, or an equivalent combination of education and experience. High school diploma or equivalent professional experience required. Bilingual proficiency in French and English, with strong verbal and written communication skills. Successful completion of the Canadian Securities Course (CSC), Investment Funds in Canada (IFIC), or equivalent investment representative licensing requirements. Understanding of investment products, wealth management services, and financial industry practices. Knowledge of market trends, competitive offerings, and client investment needs. Functional understanding of risk management, compliance requirements, and regulatory standards. Strong organizational skills with the ability to manage multiple client interactions and priorities. Ability to analyze problems, identify solutions, and make sound decisions. Strong collaboration and teamwork skills. Customer-focused mindset with the ability to build trust and maintain professional relationships. Benefits: Fully remote work opportunity available across multiple Canadian provinces. Full-time position with a salary range of CAD $38,500–$71,000. Potential eligibility for performance-based compensation and additional rewards. Health insurance and wellness benefits. Life insurance and accident coverage. Retirement savings plans. Tuition reimbursement opportunities. Access to professional development, coaching, and career growth opportunities. Opportunity to develop expertise within the wealth management and investment services industry. Supportive environment focused on collaboration, inclusion, and employee development.

\n How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1