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About the Role

Under the guidance of the Manager, Quadrus Services and Administration, you will manage the transfer of assets held with third-party fund companies between Quadrus Investment Services and other mutual fund dealers. You will also support advisors transferring their client portfolios to or from Quadrus.

Responsibilities

• Review client statements and provide assessments and information on required documents for in-kind transfers.
• Ensure accurate and timely processing of transferred assets.
• Maintain up-to-date documentation and electronic records for each transfer.
• Communicate regularly with sales teams and advisors regarding transfers and investment product inquiries.
• Adhere to established service standards to minimize financial impact.
• Collaborate frequently with other mutual fund companies and dealers.
• Support external advisors in the transfer and transition of their business portfolios.

Requirements

• Solid knowledge of mutual funds, investment products, and the mutual fund dealer network, coupled with relevant experience.
• Experience with FundSERV and Investment Centre platforms is an asset.
• IFIC Sales or Operations certification is an asset.
• Experience in a role requiring high rigor, attention to detail, and the ability to meet tight deadlines.
• Customer service experience in the investment sector, particularly with financial advisors, is an asset.
• Excellent communication skills, both oral and written.
• Demonstrated ability to manage multiple files simultaneously, prioritize, and meet deadlines.
• Team spirit and autonomy in work execution.
• Proficiency in Microsoft Office Suite, including Excel.
• Proactive, motivated individual comfortable in a dynamic work environment.
• Bilingualism (proficiency in French and English, oral and written) is required for Quebec only.

Skills

• Microsoft Office Suite
• Excel
• FundSERV
• Investment Centre
• IFIC Sales
• IFIC Operations
• Customer Service
• Communication

Location

• London
• Montreal
• Quebec

Work Type

• Permanent
• Full-time
• Hybrid

Experience Level

• Relevant experience

Education Level

• IFIC Sales certification
• IFIC Operations certification

Salary/Compensations

• $45,600 - $68,400 per year

Benefits

• Professional development opportunities
• Access to leading learning programs
• Tuition reimbursement up to $2,000 annually
• Flexible health and dental coverage
• Mental health care coverage of $5,000
• Paid time off for volunteering
• Retirement plan with employer matching contributions
• Share purchase plan
• Employee discounts
• Employee resource groups
• Mentorship programs
• Social committees
• Company events

About the Company

• Guided by our mission to improve the financial, physical, and mental well-being of Canadians.
• A trusted company for 1 in 3 Canadians, contributing to stronger communities across the country.
• Seeking individuals who embody our values daily: take action, do what's right, and bring it all together – for the benefit of our clients, communities, and teams.

Equal Opportunity

• Committed to providing equitable access to employment by removing barriers.
• Individuals requiring reasonable accommodation during the recruitment process can contact talentacquisitioncanada@canadavie.com.
• All information provided will be handled in accordance with applicable laws and Canada Life policies.