Bilingual Investment Services Analyst

Overview

The Bilingual Investment Services Analyst will be a key contributor to the Investment Solutions team and will contribute to the growth of the Worldsource Dealers by using data, analytics and research in order to help all of the wealth management entities understand industry trends, product developments and consumer behavior to manage and create existing and new programs. The incumbent will act in the best interests of the firm and meet corporate, departmental and advisor business objectives.

Responsibilities

• Conducting Product Due Diligence (including the issuance of new security issues) and analysis in order to help the Dealers meet their Know Your Product Requirement;
• Supporting the creation and maintenance of a robust product shelf of mutual funds, GICs, principal protected notes, alternative and exempt market products;
• Using data and research learnings to become a thought leader within the organization in order to keep ...