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Avantages Services Financiers is the only broker that offers over 1200 mutual funds with no commission fees. |
Mutual Fund Representative Responsibilities  With a solid knowledge of the mutual fund
industry, you will advise our clientèle on various mutual funds suited to clients' specific needs and objectives. You will service clients: build and recommend a customized portfolio. You will follow up clients' portfolios in order to attain their stated financial objectives. You will ensure a high quality client service and support. You will participate in the company's business development plan.Requirements Client sales and service. Excellent interpersonal skills. Bilingual. Knowledge of the mutual fund industry. Bachelors degree in Administration/Finance or relevant
education. One of the following courses: Investment Funds of Canada or Securities Business of Québec.Sales Assistant Responsibilities You will assist representatives in day-to-day operations and account management as well as ensure transaction
follow-up. You will assist representatives with the follow-up of clients' portfolios. You will ensure a high quality client service and support. You will participate in the company's business development plan. You will respond to client questions and telephone
inquiries.Requirements Client sales and service. Excellent interpersonal skills. Bilingual. Knowledge of the mutual fund industry. Bachelors degree in Administration/Finance or relevant
education. One of the following courses: Investment Funds of Canada or Securities Business of Québec. |