Mutual Fund Representative
Job description
Company Overview
Primerica is a leading financial services company with over 46 years of experience, dedicated to helping middle-income families achieve financial security. Operating across the U.S., Canada, Puerto Rico, and Guam, Primerica provides individuals with the opportunity to build a rewarding career in financial services. Our mission is to educate and empower families with essential financial strategies, ensuring they are well-prepared for the future.
Role Overview
We are seeking a motivated Financial Services Representative to join our team on a part-time basis. This hybrid role, based in Calgary, AB, offers flexibility for remote work. The ideal candidate will have strong analytical skills, a solid understanding of finance and investments, and the ability to effectively communicate financial concepts to clients.
Key Responsibilities
• Analyze financial data to assess clients’ financial needs and goals
• Provide guidance on mutual funds and investment strategies
• Educate clients on financial products and services tailored to their needs
• Develop and maintain strong client relationships through effective communication
• Ensure compliance with financial regulations and industry best practices
• Collaborate with team members to enhance client service and business growth
Qualifications & Skills
• Strong analytical and financial assessment skills
• Experience in mutual fund management or related financial services
• Excellent communication and interpersonal abilities
• Solid understanding of investments and financial planning principles
• Ability to work both independently and as part of a team
• Knowledge of financial regulations and compliance requirements
• Bachelor’s degree in Finance, Economics, Business, or a related field (preferred)
• This role offers a unique opportunity to gain hands-on experience in the financial services industry while enjoying the flexibility of a part-time, hybrid work environment. If you are passionate about finance and eager to make a positive impact on clients’ financial well-being, we encourage you to apply.