Advisor Service Rep

Permanent Full Time 

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We have an exciting opportunity to join our Quadrus team! 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.

Accountabilities:

• 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

Qualifications and Competencies:

• 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
• Bilingual (French/English) an asset

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The base salary for this position is between  $41,400.00 - $ 62,100.00 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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