Location
kitchener, region of waterloo, Canada
Posted
July 13, 2026
Job Description
Elevate your career as an Investment Development Specialist in Kitchener, focusing on personalized financial solutions and investment opportunities in a hybrid work setting.
In this permanent full-time role, you will collaborate with mortgage specialists and lead client meetings to assess investment needs. You will develop tailored financial plans, advise on retirement and tax strategies, and educate clients on various investment products. Building a strong external referral network will be crucial to your success and business growth.
Key Responsibilities:
• Collaborate with mortgage specialists for investment opportunities
• Lead client meetings to assess investment needs
• Develop financial plans based on client goals
• Advise on retirement planning and tax strategies
• Educate clients on diverse investment products
Requirements:
• College diploma or higher in finance or related field
• Valid Mutual Fund Representative license
• Proven business develo...
In this permanent full-time role, you will collaborate with mortgage specialists and lead client meetings to assess investment needs. You will develop tailored financial plans, advise on retirement and tax strategies, and educate clients on various investment products. Building a strong external referral network will be crucial to your success and business growth.
Key Responsibilities:
• Collaborate with mortgage specialists for investment opportunities
• Lead client meetings to assess investment needs
• Develop financial plans based on client goals
• Advise on retirement planning and tax strategies
• Educate clients on diverse investment products
Requirements:
• College diploma or higher in finance or related field
• Valid Mutual Fund Representative license
• Proven business develo...