Register
Recruit Create CV

Mutual Fund Representative Jobs

Mutual Fund Representative Jobs
By Dexian At Toronto, Ontario, Canada
• Effective organizational, prioritization, and time management skills;
• Experience in Dataphile is an asset;
• Demonstrated proficiency in MS Office (Word, Excel) skills;
• Excellent interpersonal skills an ability to communicate effectively with all levels of staff;
Job Title: Operations Specialist - Mutual Funds/AML & Dataphile
Duration: 6 to 9 Months (with possible extension)
Mutual Fund Administrator Jobs
By Kelly Services At Toronto, Ontario, Canada
Good working knowledge / experience in the financial services industry, specifically in Mutual fund and Segregated Funds administration
Work with Manager to update Desk Operating Procedures and other tasks as assigned.
Strong technical and analytical skills in running/debugging various applications and macros.
Experience within Shareholder Services or similar multi-client mutual fund administration environment
Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance /regulation – including Registered Products
Sound technical and analytical skills in running/debugging various applications and macros including MS Office
Mutual Fund Analyst Jobs
By RBC Wealth Management At Vancouver, British Columbia, Canada
Good communication, organization, and time management skills
Experience in the Mutual Fund/Investment industry along with 3 years of bookkeeping or accounting experience
Good judgment and problem solving skills
Practical knowledge of financial products, Mutual fund operations
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Opportunities to take on progressively greater accountabilities
Financial Services Advisor (Mutual Fund Licensed) For Niagara Region!
By Meridian Credit Union At Beamsville, Ontario, Canada
Demonstrated experience working with lending products and investment products.
SME: Strong business acumen and financial industry knowledge
Communicator: Strong negotiation, interpersonal, written and oral communications skills.
Learn voraciously, stretch you and your team’s thinking, share your knowledge and educate others!
Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills
Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions
Mutual Fund Administrator, Operations
By RBC Wealth Management At Toronto, Ontario, Canada
Positive impact through effective management of workflow and support of team
Good working knowledge / experience in the financial services industry, specifically in Mutual fund and Segregated Funds administration
Work with Manager to update Desk Operating Procedures and other tasks as assigned.
Strong technical and analytical skills in running/debugging various applications and macros.
Responsible for quality of processing / client experience for assigned client groups
Participate in client–specific process reviews and improvements, generally as assigned by Manager or Senior Manager

Are you looking for an exciting and rewarding career in the financial services industry? Become a Mutual Fund Representative and help people reach their financial goals! With a competitive salary and excellent benefits, you'll have the opportunity to make a real difference in people's lives. Join us today and start your journey to success!

Overview: Mutual fund representatives are responsible for providing advice and assistance to clients regarding their investments in mutual funds. They must be knowledgeable about the different types of mutual funds and their associated risks and rewards. They must also be able to explain the different investment strategies and help clients make informed decisions. How to Become a Mutual Fund Representative: To become a mutual fund representative, you must have a bachelor’s degree in finance, economics, or a related field. You must also pass the Series 6 and Series 63 exams, which are administered by the Financial Industry Regulatory Authority (FINRA). Additionally, you must obtain a license from your state’s securities regulator. Mutual Fund Representative Skills: Mutual fund representatives must have strong communication and interpersonal skills. They must be able to explain complex financial concepts in a way that is easy to understand. Additionally, they must be able to build relationships with clients and provide them with the best advice possible. Mutual Fund Representative Knowledge: Mutual fund representatives must have a thorough understanding of the different types of mutual funds, their associated risks and rewards, and the different investment strategies. They must also be knowledgeable about the current economic climate and the stock market. Mutual Fund Representative Responsibilities: Mutual fund representatives are responsible for providing advice and assistance to clients regarding their investments in mutual funds. They must be able to explain the different types of mutual funds and their associated risks and rewards. Additionally, they must be able to explain the different investment strategies and help clients make informed decisions. Mutual Fund Representative Experience: To become a mutual fund representative, you must have at least two years of experience in the financial services industry. Additionally, you must have a thorough understanding of the different types of mutual funds, their associated risks and rewards, and the different investment strategies. Mutual Fund Representative Qualifications: To become a mutual fund representative, you must have a bachelor’s degree in finance, economics, or a related field. You must also pass the Series 6 and Series 63 exams, which are administered by the Financial Industry Regulatory Authority (FINRA). Additionally, you must obtain a license from your state’s securities regulator. Mutual Fund Representative Education: To become a mutual fund representative, you must have a bachelor’s degree in finance, economics, or a related field. Additionally, you must have a thorough understanding of the different types of mutual funds, their associated risks and rewards, and the different investment strategies. Tools to Help Mutual Fund Representatives Work Better: Mutual fund representatives can use a variety of tools to help them work more efficiently. These tools include portfolio management software, financial calculators, and research tools. Additionally, they can use online resources such as websites and blogs to stay up-to-date on the latest news and trends in the financial industry. Good Tips to Help Mutual Fund Representatives Do More Effectively: Mutual fund representatives should stay up-to-date on the latest news and trends in the financial industry. Additionally, they should be familiar with the different types of mutual funds, their associated risks and rewards, and the different investment strategies. They should also be able to build relationships with clients and provide them with the best advice possible.

Common Mutual Fund Representative Interview Questions:

• What experience do you have in the financial services industry?
• What do you know about mutual funds?
• How would you explain the different types of mutual funds and their associated risks and rewards?
• What strategies do you use to help clients make informed decisions?
• How do you stay up-to-date on the latest news and trends in the financial industry?