Wealth & Investment Advisor — Elevate Client Growth

MaziCTools; United States; Remote; USD 37,500 - 69,500; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

MaziCTools is hiring a Freelance Investment Specialist to provide tailored investment strategies and services to customers. The role requires a deep understanding of market trends and regulatory compliance.

Key qualifications include a post-secondary degree or equivalent experience, completed Canadian Securities Course, and strong communication skills. This full-time position offers a competitive salary range of $37,500 – $69,500, with benefits including health insurance and retirement plans.

Qualifications

• 2–3 years of relevant experience.
• Understanding of Risk Management & Compliance.
• Knowledge of competitive marketplace trends and product offerings.

Responsibilities

• Understand customer needs related to wealth and investment sales.
• Advise customers on investment strategies and products.
• Manage customer interactions and document them accurately.

Skills

Verbal & written communication skills

Organization skills

Collaboration & teamwork skills

Analytical and problem-solving skills

Education

Post-secondary degree in a related field

High school diploma or equivalent work experience

Tools

Knowledge of BMO Investment / BMO InvestorLine products

Completed Canadian Securities Course (CSC) or IFIC course

Job description

MaziCTools is hiring a Freelance Investment Specialist to provide tailored investment strategies and services to customers. The role requires a deep understanding of market trends and regulatory compliance.

Key qualifications include a post-secondary degree or equivalent experience, completed Canadian Securities Course, and strong communication skills. This full-time position offers a competitive salary range of $37,500 – $69,500, with benefits including health insurance and retirement plans.