Elevate your career as a Dealer Services Representative with CGL in a 12-month hybrid position. Utilize your mutual fund experience to build strong relationships and ensure compliance.

In this Temporary Full-Time role, you will manage documentation for transactions and facilitate client interaction through transparent communication. Your experience in investments will provide the foundation for advising both clients and advisors while maintaining compliance with Mutual Fund regulations across Canada. Work collaboratively to streamline processes and enhance customer satisfaction.

Key Responsibilities:
• Assess and review transaction requests thoroughly
• Translate advisor documentation for client needs
• Address client calls and follow up as necessary




• Provide client issue support to management
• Identify and escalate compliance concerns proactively

Requirements:
• At least 1 year of investments experience
• Degree in Business Administration, Finance, or similar
• General knowledge of insurance products and sales
• Must possess or pursue Mutual Fund Licence
• Branch Compliance Manager designation is a bonus

Utilize your influence and collaboration skills at CGL to improve client outcomes in this impactful role.
#J-18808-Ljbffr

📌 CGL Hybrid Dealer Services Representative Role (Ontario)
🏢 The Co-Operators Group
📍 Ontario