Senior Advisor Service Representative, Bilingual (French)

Permanent Full Time 

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Seize a unique opportunity to join our Quadrus team!

Reporting to the Deputy Senior Director of the Montreal office, the Advisor Service Representative plays a key role in providing personalized support to our Quebec advisors on the policies and procedures of our mutual fund dealer, Quadrus. This position is entirely service-oriented, with no sales component.

Why join us? If you want to build trustful relationships with our internal partners and leverage your financial knowledge, this opportunity is for you! Our working hours are Monday to Friday, from 8:30 AM to 5:00 PM. No evenings or weekends!

Your responsibilities:

• Respond to requests from Quadrus representatives and clients via phone, fax, and email.

• Provide clear explanations of Quadrus processes and deliver necessary training to ensure adequate support for encountered difficulties.

• Act as a liaison between Quadrus representatives, fund companies, and our internal partners.

• Conduct thorough investigations into issues and dissatisfaction, particularly in collaboration with fund companies.

• Meet service quality standards and ensure compliance with regulations.

• Build trust and strengthen relationships with advisors, their assistants, and internal leaders.

• Act with integrity and represent the company well.

Required Qualifications and Skills:

• Education: Completion of the IFIC Investment Funds Course or the CSI Canadian Securities Course is an asset.

• Financial Knowledge: Understanding of various financial products.

• Problem Solving: Demonstrate perseverance and tenacity in quickly resolving client and representative concerns, which are at the heart of our actions.

• Communication: Excellent oral and written communication skills.

• Analysis: Strong analytical skills and ability to proactively solve problems.

• Time Management: Ability to manage multiple tasks while respecting priorities and deadlines.

• Teamwork: Team spirit and collaboration with a high degree of autonomy in work.

• Adaptability: Ability to react well in ambiguous situations and adapt to various circumstances.

• Languages: Bilingualism (French/English) required.

What we offer: Given the size and scope of our organization, we offer the possibility to work from our Montreal or London (Ontario) offices (hybrid work), but you will be part of the Quebec team.

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The base salary for this position is between  $47,400.00 - $74,800.00 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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