Join CGL as a Dealer Services Representative in a hybrid environment, combining your investment knowledge with a commitment to client service. Strengthen compliance and customer relations in this critical role.

As a Dealer Services Representative, you will use your understanding of mutual fund operations to facilitate transactions and resolve client concerns. The role emphasizes collaboration with business partners to maintain compliance across Canada, ensuring a smooth experience for clients and advisors alike. Your impactful communication and problem-solving skills will be essential in this position.

Key Responsibilities:
• Process and review client transaction requests
• Translate documentation for current accounts and updates




• Address client inquiries and follow-up with external partners
• Advise on client issues and complaints
• Detect and report potential compliance violations

Requirements:
• 1 year investment experience required
• Degree in Business or related fields
• Knowledge of sales practices and regulations
• Must obtain Mutual Fund Licence
• Branch Compliance Manager designation is beneficial

Bring your knowledge and commitment to excellence to CGL's client-focused team.
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📌 CGL Dealer Services Representative Position (Ontario)
🏢 The Co-Operators Group
📍 Ontario