Elevate your career as a National Securities Specialist with Canada Life. This permanent full-time role focuses on client relationship management and investment advisory in a supportive environment.
As a National Securities Specialist, you will provide tailored investment solutions and exceptional support to clients within Canada Life’s mutual fund dealer network. With your expertise, you’ll conduct KYC reviews, facilitate trading, and optimize the Securities Accommodation Program to enhance client engagement.
Key Responsibilities:
• Provide tailored investment advice based on client needs
• Conduct KYC reviews and carry out suitability assessments
• Maintain and service client accounts accurately
• Facilitate trading across various investment products
• Enhance the Securities Accommodation Program effectiveness
Requirements:
• 3-5+ years in financial services or wealth management
• Experience in client-facing financial advisory roles
• Excellent commun...