Join CGL as a Dealer Services Representative in a hybrid model for 12 months. Leverage your mutual fund expertise to enhance client relationships and ensure compliance in this agile role.

As a Temporary Full-Time Dealer Services Representative, you'll ensure accurate transaction documentation and support advisors in client communication. Your role is key in managing Mutual Fund licensing compliance across Canada while providing guidance on client issues. Use your strong knowledge of the industry to enhance processes and help clients effectively.

Key Responsibilities:
• Review transaction requests and related documentation
• Execute translations for new accounts and updates
• Respond to client inquiries and advisor concerns




• Assist management with client issues and complaints
• Identify and escalate compliance issues as needed

Requirements:
• Minimum 1 year of experience in investments
• Post-secondary education in a related field
• Basic knowledge of insurance and sales practices
• Obtain Mutual Fund Licence
• Goal of achieving Branch Compliance Manager designation

Bring your communication skills and critical thinking to CGL and make a lasting impact in client service.
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📌 Temporary Dealer Services Representative - Hybrid (Ontario)
🏢 The Co-Operators Group
📍 Ontario