Home / Jobs / Mutual Fund Representative

Mutual Fund Representative

Bedard Ressources

📍 Boisbriand, Quebec, Canada

Permanent Financial Specialists
Apply Now Similar Jobs

Job Description

Tasks

  • Assess clients’ overall financial situation, including income, assets, liabilities, and risk tolerance, to develop suitable financial strategies.
  • Prepare personalized financial plans covering retirement, taxation, estate planning, and wealth management.
  • Recommend individual insurance solutions, including life, disability, and critical illness insurance, based on identified protection needs.
  • Provide investment advice regarding mutual funds, savings solutions, and investment portfolios, and monitor their performance.
  • Support clients in implementing financial strategies and optimizing their long-term financial position.
  • Conduct regular account reviews and adjust recommendations based on changing goals and market conditions.
  • Develop and manage a client portfolio by building lasting, trust-based relationships.
  • Actively prospect for new clients and contribute to business development initiati...
    • Apply for this Position

    Job Details

    Location Boisbriand, Quebec
    Job Type Permanent
    Category Financial Specialists
    Posted July 01, 2026
    Deadline August 10, 2026