Investment Relationship Manager

3 days ago

Toronto, Ontario, Canada AGF Investments Full time

About the Company:

AGF Investments is a leading financial services company that provides exceptional investment solutions to its clients.

We are seeking an experienced Investment Relationship Manager to join our team in downtown Toronto. This is a unique opportunity to work with a dynamic and collaborative environment where we strive to succeed.

Your Role:

The successful candidate will be responsible for providing insight and solutions to client inquiries, primarily over the phone, in accordance with established Service Level Standards.

You will resolve customer requests and maintain a high level of professionalism with clients while working to establish a positive rapport with every caller.

Your Responsibilities:

  • Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries
  • Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed
  • Maintain up-to-date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors
  • Actively participate in building a supportive team environment that fosters positivity and engagement

Your Qualifications:

  • Post-secondary education and preferably completed the Canadian Securities Course and/or applicable IFIC courses
  • A passion for delivering great customer service and desire to be part of a team that succeeds
  • 1 to 3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors
  • Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer
  • Be a self-starter that leverages opportunities to improve your skills and capabilities

What We Offer:

Our team members enjoy a competitive salary of $55,000 - $65,000 per year, based on experience, plus benefits and opportunities for career growth and development.

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