We are Canada Life
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.
Be your best at Canada Life.
We are looking for an Advisor Service Representative
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.
What you will do
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
What you will bring
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
Be your best at Canada Life- Apply today
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.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted