Advisor Support Associate (Contract)

Worldsource Wealth Management; Markham; On-site; CAD 34,000 - 41,000; Full time

Job summary

Worldsource Wealth Management is seeking an Advisor Support Associate for a 6-month contract ending March 31, 2027. You will deliver client-centric service, handle partner inquiries by phone and email, and act as a subject matter expert on Worldsource products.

The role requires attention to regulations and strong relationship-building with internal and external partners. Responsibilities include tracking inquiries, meeting SLAs, understanding client needs, and supporting other teams as needed,

Qualifications

• Post-secondary degree or equivalent experience.
• CSC and CPH are assets.
• Investment or Client Services related experience an asset.
• Familiarity with Dataphile and/or FCC uniFide and Croesus is an asset.
• Flexible to work shifts 8:00 a.m.–8:00 p.m. EDT, Mon–Fri, with occasional Saturday.
• Bilingual (English & French) an asset.

Responsibilities

• Provide exemplary service to clients, partners and advisors.
• Track, analyze, and respond to inquiries to meet SLAs.
• Understand client and advisor needs for service and investment requests.
• Act as gatekeeper applying industry rules during interactions.
• Provide support to other business units as required.

Skills

Client service

Regulatory knowledge

Multitasking

Detail-oriented

Communication

Bilingual English/French

Calm under pressure

Education

Post-secondary degree

Canadian Securities Course (CSC)

Conduct Practices Handbook (CPH)

Tools

Dataphile

FCC uniFide

Croesus systems

Job description

*This is a 6-month contract position ending March 31, 2027, with the possibility of transitioning to a permanent role based on business needs and individual performance.*

JOB STATEMENT:

Reporting to the Director, Partnerships and working in a fast-paced MFDA/IIROC regulatory environment, the Advisor Support Associate will be responsible for delivering exceptional “client-centric” service while building and maintaining relationships with both our internal and external partners. In this role, you will be assisting on a variety of partner issues such as account inquiries, transaction inquiries, and technological assistance, via phone and email support. You will resolve their issues in a professional manner, escalating when necessary and as the first point of contact you will act as the subject matter expert on Worldsource products and services.

RESPONSIBILITIES:

• Providing exemplary and professional service to our clients, partners, and advisors;
• Tracking, analyzing, researching and responding to client inquiries in a proactive manner while ensuring service level agreements are met;
• Understanding client and advisor needs based on their unique service and investment requests;
• Acting as a gatekeeper and applying industry rules and regulations during each client and advisor interaction;
• Providing support to other business units within the organization as required.

QUALIFICATIONS:

• Post-secondary degree or equivalent experience
• Canadian Securities Course (CSC) and Conduct Practices Handbook (CPH) is an asset
• Investment or Client Services related experience an asset
• Familiarity with the Dataphile and/or FCC uniFide and Croesus systems an asset
• Full flexibility to work a variety of shifts ranging from 8:00 a.m. - 8:00 p.m. EDT, Monday to Friday, with the occasional Saturday.
• Bilingual (English & French), an asset
• Detail-oriented & well organized
• Friendly & Empathetic with a positive attitude
• Calm under pressure
• Efficient and have the ability to multi-task
• Dependable and responsible
• Have a desire for continued learning

COMPENSATION:

Commensurate with experience; Range : $25.00/hour to $30.00/hour

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.