Canada Job Openings
Enoch Wealth Inc.
Investment Product Associate
North York
FULL TIME
October 14, 2024
We are seeking an Investment Product Associate to join our team in the GTA region and support our sales staff based in Toronto. As a Sales Support/Product Investment Analyst, you will be responsible for conducting due diligence on investment products and asset managers. You will work closely with the Head of Investments to identify and evaluate potential investment opportunities and ensure that our investment products meet our clients' needs.
Responsibilities
- Provide technical support regarding financial products to our sales team based in the GTA through in-person meetings, telephone, e-mail and instant messaging.
- Attend support calls, attending in-person meetings and host product seminars in support of sales team members.
- Conduct research and analysis on potential investment products, including gathering data and financial information to assess their viability and suitability for our clients' needs.
- Prepare investment product summaries and presentations to assist the Product Manager in presenting to the Investment Committee.
- Review and analyze existing investment products, including their performance and risk profiles, and provide recommendations for changes or improvements.
- Conduct market research and stay up-to-date on industry trends and developments to inform investment product strategy.
- Assist the Product Manager in coordinating with asset managers and third-party service providers to ensure compliance with investment guidelines and regulations.
- Contribute to the development and implementation of investment product marketing initiatives to drive sales and improve product awareness.
- Assist the Product Manager in preparing for internal product training seminars by gathering necessary information and data, writing investment product summaries, and coordinating with internal stakeholders.
- Bachelor's degree in finance, accounting, economics, or related field.
- Minimum 1 year of experience in client-facing financial services field (financial sales, financial advisors and wholesaler)
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office Suite and experience with investment research databases.
- Ability to prioritize and manage multiple projects simultaneously.
- Candidates bilingual in English and Mandarin will be preferred.
Pay: $60,000.00-$70,000.00 per year
Additional pay:
- Bonus pay
- Company events
- Dental care
- Extended health care
- Paid time off
- Tuition reimbursement
- Vision care
- French not required
- Monday to Friday
- Mandarin (required)
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