Dealer Services Representative - Temporary Full-Time (12 months)

Co-operators • Mississauga, ON

3h • CA$43,550 - CA$72,583 • Hybrid

About The Position

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
The Member Relations & Co-operative Business Development team aspires to be proactive in leading change to support our organizations goal of providing financial security to Canadians. Our client centric team are stewards of our co-operative identity and work collaboratively to build mutual beneficial relationships and provide insurance solutions for our clients. We are passionate about continuous improvement and identifying emerging opportunities to maximize operational success.
As the Dealer Services Representative you will offer strong knowledge of the mutual fund industry and sales processes. You will maintain effective working relationship with key business partners to ensure compliance with Mutual Fund licensing regulations across all provinces and territories for the distribution network.

Requirements

• At least 1 year of experience in investments.
• Completed post-secondary education in Business Administration, Finance, Commerce, Advanced Investment or a related discipline.
• Basic knowledge of insurance, products, sales practices and procedures, distribution and market conduct regulations.
• You have or will obtain the Mutual Fund Licence.

Nice To Haves

• Having or working towards the Branch Compliance Manager designation is an asset.
• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support our peers.

Responsibilities

• Receiving and reviewing transaction requests, ensuring appropriate documentation has been completed and that required supporting documents are submitted.
• Reviewing documentation for accuracy and executing translations on behalf of advisors to reflect client requests, new account openings and updates.
• Providing expertise and guidance to filed management and employees on client issues, including addressing and triaging client complaints and concerns with regards to Mutual Funds.
• Identifying issues of concern or non-compliant transactions or behaviour and escalating issues as appropriate.

Benefits

• Training and development opportunities to grow your career.
• Flexible work options to support personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Volunteer opportunities to give back to your community.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree