Advisor Services Support in Ontario

Advisor Services Support in Ontario

21 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Ontario

21 Aug

TechAlliance of Southwestern Ontario, London Economic Development

Ontario

Become an essential part of the Canada Life team as an Advisor Services Support representative. This hybrid, full time role allows you to provide aligned support to advisors, leveraging your financial knowledge during regular hours.

As an Advisor Service Representative, you will serve clients in London or Montreal, focusing on service without sales pressure. Engage in responding to inquiries, clarifying processes, and ensuring prompt resolution of issues. Strong communication skills and a customer-focused mindset are vital for success.

Key Responsibilities:
• Respond to advisor and client inquiries via phone and email
• Explain processes and educate on Investment Centre tools
• Act as a liaison with fund companies and internal partners




• Conduct investigations and resolve client complaints
• Maintain compliance with service standards

Requirements:
• IFIC or Canadian Securities Course completion advantageous
• Strong persistence and problem-solving skills
• Bilingualism in French and English is essential
• Ability to prioritize tasks and manage deadlines
• Excellent verbal and written communication skills

Utilize your financial proficiency to build strong advisor relationships with Canada Life.
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📌 Advisor Services Support in Ontario
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Ontario

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