Team Lead, Investment Representative

Wealthsimple; Canada; Remote; CAD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated professional for a permanent full-time role in Client Experience Operations. This remote position requires expertise in various Canadian securities courses and regulatory knowledge. If you are passionate about enhancing client experiences and have the necessary qualifications, this opportunity could be your next career move. Join a forward-thinking company that values your contributions and offers a supportive work environment.

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Derivatives Fundamentals and Options Licensing Course (DFOL)

Investment Dealer Supervisors Course (IDSC)

Options Supervisors Course (OPSC)

Registered with the Canadian Investment Regulatory Organization (CIRO)

Job description

Operations – Client Experience Operations

Permanent Full Time

Remote

Are you legally eligible to work in Canada?

Are you legally eligible to work in Canada? ✱

• Yes
• No

Qualifications

• Have you completed your Canadian Securities Course (CSC)? ✱
• Have you completed your Conduct and Practices Handbook Course (CPH)? ✱
• Have you completed your Derivatives Fundamentals and Options Licensing Course (DFOL)? ✱
• Have you completed your Investment Dealer Supervisors Course (IDSC)? ✱
• Have you completed your Options Supervisors Course (OPSC)?
• Are you registered with the Canadian Investment Regulatory Organization (CIRO)? ✱

Compensation

What are your salary expectations for this position? ✱

Additional Information

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