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Dealer Relations Representative

3 weeks ago

Toronto, Canada CI Financial Full time

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees that have a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile, thrive at CI.

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

JOB OVERVIEW

WHAT YOU WILL DO
- Assist Dealers Back-Offices with order entry issues, rejected trades, Fundserv files, fund set-up, new fund launches, mergers, regulatory mailings and industry conversions
- Participate in call-out projects to Dealer Back-Offices and Intermediaries
- Participate in User Testing and rollout of system enhancements, fund launches, mergers and conversions
- Participate in the development & delivery of Dealer communications

WHAT YOU WILL BRING
- Experience in the Financial Services Industry considered an asset
- Familiarity with Fundserv
- Superior time management skills including prioritizing and multi-tasking
- Exceptional verbal and written communication skills
- Strong familiarity with financial products and services
- Ability to analyze and troubleshoot day-to-day issues, providing effective solutions

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback
- Flexibility for remote work in Canada

416-364-1145 ext. 4747
.