Job Title: Investment Representative
Location: North York/Toronto
Employment Type: Part time to Full time

About Us:
Primerica mission to help families earn more income, get properly protected, debt free and financial independent.. We provide expert guidance in wealth management, investment strategies, and financial planning.

Job Overview:
We are seeking a motivated Investment Representative to join our team. This role is commission-based and offers high-income potential based on business generated. Reps with a size-able client base will also receive a monthly compensation. The successful candidate will provide investment solutions, financial guidance, and portfolio management services to clients.

Key Responsibilities:

• Develop and maintain relationships with clients to understand their financial goals and risk tolerance.

• Provide investment recommendations tailored to clients' needs.

• Conduct portfolio reviews and recommend adjustments as necessary.

• Stay informed about market trends, financial products, and regulatory changes.

• Understand our the wide range of investment products, and able to analysis different portfolio of other firms.
• Ensure compliance with industry regulations and company policies.

• Prospect and acquire new clients through networking and referrals.

Qualifications:

• Completion of Canadian Securities Course (CSC) and/or Canadian Funds Investment Course (CFIC) preferred.

• Licensing in good standing with the appropriate regulatory body (OSC or MFDA).

• Strong sales and interpersonal skills with the ability to build trust with clients.

• Entrepreneurial mindset with the ability to work independently.

• Previous experience in financial services, wealth management, or investment advisory is an asset.

What We Offer:

• Competitive commission-based compensation.

• Opportunities for sponsorship of licensing for qualified candidates.

• Ongoing training and professional development.

• Supportive team environment and access to industry-leading resources.

How to Apply:
If you are passionate about helping clients achieve financial success and want to build a rewarding career in investments, we encourage you to apply. Please submit your resume and a brief cover letter outlining your qualifications and interest in the role.