CGL seeks a Dealer Services Representative for a temporary hybrid position lasting 12 months. Bring your mutual fund knowledge to improve client relations and ensure regulatory compliance.

As a critical part of the CFIS Distribution Support team, you will process transaction requests and assist in compliance oversight. Engage with clients and advisors to address concerns and maintain high standards in mutual fund distribution. Your expertise will be instrumental in managing not only documentation but also in supporting the team with proactive solutions and insights.

Key Responsibilities:
• Review and verify transaction documentation accurately
• Provide translations for client-related changes
• Handle client inquiries and follow up on issues




• Guide management on client complaints and concerns
• Escalate any non-compliance issues effectively

Requirements:
• Minimum 1 year experience in the investment sector
• Relevant post-secondary education preferred
• Basic understanding of sales practices and regulations
• Willingness to acquire Mutual Fund Licence
• Targeting Branch Compliance Manager designation is advantageous

Apply your critical thinking and communication strengths at CGL to shape positive client experiences.
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📌 Dealer Services Representative at CGL (Ontario)
🏢 The Co-Operators Group
📍 Ontario