11 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Ontario
11 Aug
TechAlliance of Southwestern Ontario, London Economic Development
Ontario
Join Canada Life as a Client Support Advisor in a hybrid role, where you'll assist advisors with mutual fund procedures during regular hours. Utilize your financial expertise to build solid relationships with internal partners.
This position is focused on delivering exceptional service to Quadrus advisors and clients in London or Montreal. As an Advisor Service Representative, you'll respond to inquiries, provide process explanations, and facilitate resolutions to sensitive issues. Strong verbal and written communication skills are essential in this service-oriented, non-sales role.
Key Responsibilities:
• Respond to inquiries from Quadrus advisors and clients
• Explain Quadrus processes and educate on Investment Centre technology
• Communicate sensitive issues for prompt resolution
• Act as a liaison between advisors and fund companies
• Investigate and resolve complaints effectively
Requirements:
• Completion of IFIC or Canadian Securities Course preferred
• Strong analytical and problem-solving skills
• Bilingual in English and French required
• Ability to manage multiple tasks efficiently
• Excellent communication skills
Leverage your financial knowledge and communication skills to support advisors' success at Canada Life.
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📌 Client Support Advisor at Canada Life (Ontario)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Ontario