Advisor Service Representative - 12 Month Contract

Canada Life; London; On-site; CAD 43,000 - 65,000; Full time

Job summary

Canada Life is seeking an Advisor Service Representative to support Quadrus advisors with policy and procedure guidance in a non-sales, service-focused role. Monday–Friday hours, no evenings or weekends, with IFIC or Canadian Securities Course required.

The role emphasizes clear communication, problem solving, and building trusted relationships with internal partners while handling inquiries and ensuring smooth processing.

Qualifications

• Completion of IFIC or Canadian Securities Course required.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks with deadlines.
• Bilingual in French and English is an asset.

Responsibilities

• 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

Skills

Communication skills

Analytical thinking

Problem solving

Multitasking

Team player

Bilingual (FR/EN)

Education

IFIC or Canadian Securities Course

Job description

Temporary Full Time

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

The base salary for this position is between $43,400 - $65,100 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.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life

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