Opportunity Description
Permanent Full Time
National Securities Specialist
The National Securities Specialist delivers comprehensive securities solutions and exceptional client service to clients of Canada Life’s mutual fund dealer network. This role supports the Securities Accommodation Program by partnering with advisors and clients to enhance the overall investment experience, provide informed investment guidance, and ensure alignment with client financial goals, risk tolerance, and regulatory requirements.
What you will do:
Client Advice & Relationship Management
- Provide investment advice aligned with client goals, risk tolerance, and regulatory requirements
- Conduct Know Your Client (KYC) reviews and suitability assessments
- Build and maintain strong client relationships through proactive engagement
- Deliver a high-quality, consistent client experience
Transact...
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