Knowledge & Experience / Qualifications:
- 3~5 years of experience in a sales environment as a financial representative with valid mutual
funds license.
- Ability to speak/understand French, English, and Mandarin.
- 2 years’ experience selling mutual funds
- Excellent problem-solving skills to resolve issues within your own functional area and /or across
functional areas and attention to detail.
- Requires industry-specific courses to serve as primary or back-up HSBC Investment Funds
Canada Branch Manager. To serve as primary Head Branch Manager the incumbent requires:
Valid Mutual Funds.
- Registerable as the Branch Manager under the applicable securities legislation.
- Excellent communication and customer service skills.
- Excellent interpersonal skills to support the building of strong relationships with diverse groups
of people.
- Excellent understanding of legislation and regulations as they apply to own area.
- Proficiency must requirements could include any one of the Canadian Securities Course; Canadian
Investment Funds Course; or Investment Funds in Canada AND the Branch Manager Course
offered by Canadian Securities Institute or Investment Funds In Canada; or A Branch Compliance
Officers Course offered by Investment Funds Institute of Canadian Bankers.
- World Selection Portfolio certification (training provided by Asset Management Canada, AMCA).
- Aware of and understands how own area of the business performs (e.g., is profitable, conserves
costs, etc.).