Investment Representative - Canadian Licensed - Mobile Alabama

Company: VirtualVocations
Location: Mobile, Alabama
Posted On: 02/05/2025

A company is looking for an Investment Representative - English Only & Bilingual (French & English).



Key Responsibilities

Deliver an outstanding client experience by simplifying investment concepts
Execute manual trades in collaboration with cross-functional teams
Handle margin-related client inquiries and ensure understanding of trading rules


Required Qualifications, Training, and Education

2+ years of investment industry experience, preferably with margin trading
Canadian Securities Course (CSC) certification
Conduct and Practices Handbook Course (CPH) certification
Derivatives Fundamentals and Options Licensing Course (DFOL) certification
Passion for financial services and a client-first approach More...

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