Senior Advisor Service Representative, Bilingual (French)

Canada Life; Montreal; Hybrid; CAD 47,000 - 75,000; Full time

Job summary

An established industry player is seeking a Senior Advisor Service Representative to join their Quadrus team. This role is pivotal in providing personalized support to Quebec advisors, ensuring they understand the policies and procedures of the mutual fund dealer. With a focus on service, you will respond to inquiries, conduct investigations, and build strong relationships with advisors. Enjoy a hybrid work environment with no weekend or evening shifts, allowing you to balance work and personal life effectively. If you are bilingual and possess strong communication skills, this opportunity is perfect for you.

Qualifications

• Completion of the IFIC Investment Funds Course or CSI Canadian Securities Course is an asset.
• Bilingualism in French and English is required.

Responsibilities

• Respond to requests from Quadrus representatives and clients via phone, fax, and email.
• Conduct thorough investigations into issues and dissatisfaction.
• Build trust and strengthen relationships with advisors and internal leaders.

Skills

Bilingualism (French/English)

Excellent oral and written communication skills

Analytical skills

Problem-solving abilities

Understanding of financial products

Perseverance in resolving concerns

Team spirit and collaboration

Education

IFIC Investment Funds Course

CSI Canadian Securities Course

Job description

Join to apply for the Senior Advisor Service Representative, Bilingual (French) role at Canada Life

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:

1. Respond to requests from Quadrus representatives and clients via phone, fax, and email.
2. Provide clear explanations of Quadrus processes and deliver necessary training to ensure support for encountered difficulties.
3. Act as a liaison between Quadrus representatives, fund companies, and internal partners.
4. Conduct thorough investigations into issues and dissatisfaction, particularly in collaboration with fund companies.
5. Meet service quality standards and ensure compliance with regulations.
6. Build trust and strengthen relationships with advisors, their assistants, and internal leaders.
7. Act with integrity and represent the company well.

Required Qualifications and Skills:

1. Completion of the IFIC Investment Funds Course or the CSI Canadian Securities Course is an asset.
2. Understanding of various financial products.
3. Perseverance and tenacity in resolving client and representative concerns.
4. Excellent oral and written communication skills.
5. Strong analytical skills and proactive problem-solving abilities.
6. Ability to manage multiple tasks while respecting priorities and deadlines.
7. Team spirit and collaboration, with high autonomy in work.
8. Ability to react well in ambiguous situations and adapt to various circumstances.
9. Bilingualism (French/English) required.

What we offer:

Work from our Montreal or London (Ontario) offices (hybrid work), as part of the Quebec team. The base salary ranges from $47,400.00 to $74,800.00 annually, excluding variable compensation components.

Applications are reviewed on a rolling basis, with a minimum of 5 business days from posting. We encourage you to apply today to be your best at Canada Life!