16 Sep
|
Canada Life
|
Ontario
16 Sep
Canada Life
Ontario
Become an integral part of Canada Life as an Advisor Service Representative. This full-time, temporary position focuses on providing exceptional service to advisors and clients with no sales component.
Join the Quadrus team where you will support advisors by responding to inquiries about mutual fund dealer policies. Candidates should have completed the Investment Funds Institute of Canada courses or the Canadian Securities Course. This role emphasizes building trust with internal partners and ensuring compliance with service standards.
Key Responsibilities:
• Respond to inquiries via phone, fax, and email
• Explain Quadrus processes and Investment Centre technology
• Communicate sensitive issues promptly for resolution
• Liaise between representatives, fund companies, and internal partners
• Investigate complaints, enhancing service quality
Requirements:
• Completion of IFIC or Canadian Securities Course
• Robust verbal and written communication skills
• Problem-solving and analytical abilities
• Ability to multitask and prioritize effectively
• Bilingual in French/English is an asset
Elevate your financial knowledge while building strong relationships with Canada Life’s trusted advisors.
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📌 Advisor Service Representative at Canada Life (Ontario)
🏢 Canada Life
📍 Ontario