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Investment Representative - Bilingual

VirtualVocations
Denver, Colorado, United States
Full-time

A company is looking for an Investment Representative - Bilingual (French & English)Key Responsibilities : Deliver exceptional client experiences by executing manual trades and supporting the Client Success teamIdentify operational improvements and monitor trading processes to enhance efficiencyParticipate in feedback loops for launching new product features and provide training materials to other teamsRequired Qualifications : 2+ years of investment industry experience as an IR or similar roleHold Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Derivatives Fundamentals and Options Licensing Course (DFOL) credentialsPossess a passion for finance and investing, with a strong understanding of wealth management and trading conceptsComfortable navigating multiple applications simultaneously to deliver solutionsEmbrace technology's role in financial services and prioritize tasks effectively

3 days ago
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