About the role
Company Description
Primerica is a leading provider of financial products and services in North America, with corporate headquarters in Duluth, Georgia, USA, and its Canadian head office in Mississauga, Ontario. More than 2,800 corporate employees support over 151,000 licensed independent representatives who provide financial education and solutions to clients across Canada and the United States.
Founded 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the ticker symbol PRI, offering stability and long-term growth potential. The company focuses on helping middle-income families become financially independent through products and services including term life insurance, mutual funds, segregated funds, managed investments, mortgages, and other financial solutions.
Primerica also provides entrepreneurial-minded individuals with the opportunity to build their own financial services business while receiving ongoing training, mentorship, and professional development in a supportive team environment.
Role Description
This is a part-time, hybrid Investment Management role based in Regina, Saskatchewan, offering both on-site and work-from-home opportunities with flexible scheduling. The role involves assisting clients with their investment goals by evaluating existing portfolios, recommending appropriate investment solutions, and implementing strategies aligned with each client's objectives, time horizon, and risk tolerance.
Day-to-day responsibilities include monitoring market trends, conducting financial and investment analysis, preparing reports and presentations, communicating recommendations to clients, and providing ongoing portfolio reviews. The role also involves educating clients on investment concepts, collaborating with team members, maintaining regulatory compliance, and supporting Primerica's mission of helping middle-income families achieve financial security.
Qualifications
- Strong work ethic with a positive, professional attitude.
- Willingness to learn and participate in ongoing training and development.
- Excellent communication and people skills with the ability to build lasting client relationships.
- Interest in investment management, personal finance, and helping families achieve their financial goals.
- Strong analytical and problem-solving abilities.
- Knowledge of investment strategies, asset allocation, retirement planning, and wealth-building principles is an asset.
- High level of integrity, attention to detail, and commitment to ethical standards and regulatory compliance.
- Ability to work independently from home as well as collaboratively in an on-site team environment.
- Comfortable using virtual meeting platforms and standard office applications.
- Experience with investment analysis tools or portfolio management software is an asset but not required.
Not the right fit? Search for Investment Management jobs in Calgary, Alberta, Canada
About Bicycle Health
There’s a moment you realize that you can’t continue like this. You want better days, better relationships, and more possibilities.
When you’re in the depths of opioid use disorder (OUD), it takes strength and courage to act on that moment. At Bicycle Health, we believe that choosing to start recovery creates hope in the face of hardship.
With us, your care begins as soon as you reach out. Most patients get an appointment on the same day or the day after. Our personalized care and medication plans offer professional support and suboxone to control withdrawal. On your best days and your worst days, we’re always here for you.
About 95% of patients end problematic opioid use within just one week. And 88% of patients who have been in care with us for a year or more see positive outcomes including easier days, steady employment, and healthier relationships.
No one does this alone. Our community of doctors, care providers, and support groups are available every day. With regular check-ins, we’ll work with you to update your care as you make progress.
We know that with the right treatment, you can overcome OUD and build a life you love.
Similar Jobs
About the role
Company Description
Primerica is a leading provider of financial products and services in North America, with corporate headquarters in Duluth, Georgia, USA, and its Canadian head office in Mississauga, Ontario. More than 2,800 corporate employees support over 151,000 licensed independent representatives who provide financial education and solutions to clients across Canada and the United States.
Founded 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the ticker symbol PRI, offering stability and long-term growth potential. The company focuses on helping middle-income families become financially independent through products and services including term life insurance, mutual funds, segregated funds, managed investments, mortgages, and other financial solutions.
Primerica also provides entrepreneurial-minded individuals with the opportunity to build their own financial services business while receiving ongoing training, mentorship, and professional development in a supportive team environment.
Role Description
This is a part-time, hybrid Investment Management role based in Regina, Saskatchewan, offering both on-site and work-from-home opportunities with flexible scheduling. The role involves assisting clients with their investment goals by evaluating existing portfolios, recommending appropriate investment solutions, and implementing strategies aligned with each client's objectives, time horizon, and risk tolerance.
Day-to-day responsibilities include monitoring market trends, conducting financial and investment analysis, preparing reports and presentations, communicating recommendations to clients, and providing ongoing portfolio reviews. The role also involves educating clients on investment concepts, collaborating with team members, maintaining regulatory compliance, and supporting Primerica's mission of helping middle-income families achieve financial security.
Qualifications
- Strong work ethic with a positive, professional attitude.
- Willingness to learn and participate in ongoing training and development.
- Excellent communication and people skills with the ability to build lasting client relationships.
- Interest in investment management, personal finance, and helping families achieve their financial goals.
- Strong analytical and problem-solving abilities.
- Knowledge of investment strategies, asset allocation, retirement planning, and wealth-building principles is an asset.
- High level of integrity, attention to detail, and commitment to ethical standards and regulatory compliance.
- Ability to work independently from home as well as collaboratively in an on-site team environment.
- Comfortable using virtual meeting platforms and standard office applications.
- Experience with investment analysis tools or portfolio management software is an asset but not required.
Not the right fit? Search for Investment Management jobs in Calgary, Alberta, Canada
About Bicycle Health
There’s a moment you realize that you can’t continue like this. You want better days, better relationships, and more possibilities.
When you’re in the depths of opioid use disorder (OUD), it takes strength and courage to act on that moment. At Bicycle Health, we believe that choosing to start recovery creates hope in the face of hardship.
With us, your care begins as soon as you reach out. Most patients get an appointment on the same day or the day after. Our personalized care and medication plans offer professional support and suboxone to control withdrawal. On your best days and your worst days, we’re always here for you.
About 95% of patients end problematic opioid use within just one week. And 88% of patients who have been in care with us for a year or more see positive outcomes including easier days, steady employment, and healthier relationships.
No one does this alone. Our community of doctors, care providers, and support groups are available every day. With regular check-ins, we’ll work with you to update your care as you make progress.
We know that with the right treatment, you can overcome OUD and build a life you love.