Investment Representative - Canadian Licensed
Company: VirtualVocations
Location: Orange
Posted on: February 4, 2025
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Job Description:
A company is looking for an Investment Representative - English
Only & Bilingual (French & English).
Key Responsibilities
Deliver an outstanding client experience by simplifying investment
concepts
Execute manual trades in collaboration with cross-functional
teams
Handle margin-related client inquiries and ensure understanding of
trading rules
Required Qualifications, Training, and Education
2+ years of investment industry experience, preferably with margin
trading
Canadian Securities Course (CSC) certification
Conduct and Practices Handbook Course (CPH) certification
Derivatives Fundamentals and Options Licensing Course (DFOL)
certification
Passion for financial services and a client-first approach
Keywords: VirtualVocations, Montebello , Investment Representative - Canadian Licensed, Other , Orange, California
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