Advisor Service Representative (18 Month Contract) helps support financial advisors by answering questions about Quadrus policies, procedures and investment related processes. This customer support role has no sales duties and focuses on providing reliable guidance to advisors and clients.
In this role, you will respond to inquiries, explain company processes, investigate concerns and work with internal teams and fund companies to resolve issues. Canada Life offers employees excellent support and meaningful benefits, making it a great company to grow with. Check out the job post below to learn more.
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Employer Details
Company Name : Canada Life
Location : London, ON, CA
Salary : $43,400 – $65,10 annually
Job Type : Full time
Start date : As soon as possible
Benefits : Career growth support, learning programs, education reimbursement, flexible health and dental coverage, mental health support, paid vacation and personal days, volunteer day, company matched pension, share purchase options, employee discounts, recognition programs, social events and mentorship programs.
Job Description
- Advisor Service Representative is a customer support role that assists financial advisors with Quadrus policies and procedures.
- Permanent support is provided through an 18 month full time contract.
- The role focuses on advisor support and does not include sales duties.
- The position offers a competitive pay package along with career growth and learning support.
- You will work closely with advisors, fund companies and internal teams in a service focused environment.
Responsibilities
- Respond to inquiries from Quadrus representatives and clients through phone, fax and email.
- Explain Quadrus processes along with Investment Centre tools and resources.
- Communicate processing issues and help move them toward resolution.
- Act as the link between Quadrus representatives, fund companies and internal partners.
- Review complaints and issues by researching with fund companies.
- Meet service standards and make sure work follows National Instruments requirements.
- Build positive relationships with advisors, local leaders and field contacts.
Requirements
- Complete the IFIC course or the Canadian Securities Course.
- Show persistence in resolving customer concerns quickly.
- Have strong interaction skills in both written and verbal communication.
- Show strong problem solving and critical thinking skills.
- Can manage multiple tasks.
- Knowing both French and English is considered an asset.
How to Apply?
Visit the link below to explore the complete job details and submit your application directly with Canada Life. Apply as early as possible, as applications are reviewed on an ongoing basis.