Advisor Service Representative - 18 Month Contract
About The Position
Advisor Service Representatives provide aligned support to Advisors concerning our mutual fund dealer (Quadrus) policies and procedures. This is a service-oriented role, with no sales component. If you are looking for an opportunity to build trusted relationships with our internal partners and put your financial knowledge to good use, this role is for you! Our hours of operation are Monday to Friday, 8:45am to 5:00pm. That’s right, no late evenings or weekends! We are seeking candidates who have completed courses through the Investment Funds Institute of Canada or the Canadian Securities Course.
Requirements
- Completion of IFIC or Canadian Securities Course
- Persistence in ensuring prompt resolution of customer concerns
- Strong verbal and written communication skills
- Strong analytical and problem-solving abilities
- Able to manage multiple tasks while prioritizing and managing deadlines
- A team player with the ability to work independently
- Good coping skills and tolerance of ambiguity
Nice To Haves
- Bilingual (French/English) an asset
Responsibilities
- Responding to inquiries from Quadrus representatives and clients via phone, fax and e-mail
- Providing explanation of Quadrus processes and education on use of Investment Centre technology and other tools and resources
- Communicating sensitive processing issues to representatives, to ensure prompt resolution
- Acting as liaison between Quadrus representatives and fund companies and internal partners
- Investigating complaints and issues, including research with fund companies
- Achieving service standards and working to ensure compliance with National Instruments
- Building rapport with advisors and their local leaders and field contacts
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
