Advisor Services Support In Ontario London (Canada)

Advisor Services Support In Ontario London (Canada)

27 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Canada

27 Aug

TechAlliance of Southwestern Ontario, London Economic Development

Canada

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
Solid 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 robust advisor relationships with Canada Life.

📌 Advisor Services Support In Ontario London (Canada)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Canada

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: advisor services support in ontario london (canada) / canada

Subscribe to this job alert:

Get the latest job offers by email for: advisor services support in ontario london (canada) / canada