The Mutual Fund Representative’s job is to build their own clientele and serve investors’ investment, retirement and estate planning needs. Mutual Fund Representatives are employed throughout the financial services industry by mutual fund dealers and independent financial planning firms. Personal Banking Representatives and many Insurance Sales Agents may also become licensed to sell mutual funds. Unlike Investment Advisors, who are licensed to deal in stocks and bonds in addition to mutual funds, Mutual Fund Representative are only licensed to advise on and sell mutual fund investment products.
Mutual Fund Sales Representative (MFSR)
Earning potential can potentially exceed the maximum stated based on commission and fees for the individual Investment Advisor performance and place of employment.
Avg Salaries from Canadian job sites
Below are the courses and credentials required and/or recommended for this career.