Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
Advisor Service Representatives provide support to Advisors concerning mutual fund dealer (Quadrus) policies and procedures. This is a service-oriented role with no sales component, focused on building trusted relationships and utilizing financial knowledge.
Responsibilities
- Respond to inquiries from Quadrus advisors and clients via phone, fax, and e-mail.
- Provide explanation of Quadrus processes and education on use of Investment Centre technology and other tools and resources.
- Communicate sensitive processing issues to representatives to ensure prompt resolution.
- Act as a liaison between Quadrus advisors, fund companies, and internal partners.
- Investigate complaints and issues, including research with fund companies.
- Achieve service standards and work to ensure compliance with National Instruments.
- Build rapport with advisors, their local leaders, and field contacts.
Requirements
- Completion of IFIC or Canadian Securities Course is an asset.
- Persistence in ensuring prompt resolution of customer concerns.
- Strong verbal and written communication skills.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple tasks while prioritizing and managing deadlines.
- Ability to be a team player with the ability to work independently.
- Good coping skills and tolerance of ambiguity.
- Bilingualism (fluent in French and English) required.
Skills
- Financial knowledge
- Communication skills
- Analytical skills
- Problem-solving skills
- Time management
- Teamwork
- Independent work
- Bilingualism
Location
- Montreal, Ontario
- London, Ontario
Work Type
- Temporary Full Time
- Hybrid
Education Level
- IFIC or Canadian Securities Course
Salary/Compensations
- $43,400 - $65,100
Benefits
- Career Development opportunities
- Access to industry-leading learning programs
- Up to $2,000 annually towards education reimbursement
- Flexible health and dental benefits
- $5,000 mental health benefit
- Regular vacation and personal days
- Volunteer day
- Company-matching pension plan
- Share ownership program
- Additional investment options
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
- Employee Resource Groups (ERGs)
- Mentorship programs
- Social clubs and events
About the Company
- United by a shared purpose: to improve the financial, physical, and mental well-being of Canadians.
- Trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
- Values: step up, do the right thing, and deliver.
Equal Opportunity
- Committed to removing barriers and ensuring equal access to employment.
- Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com.
- All information provided will be handled in accordance with applicable laws and Canada Life policies.