Dealer Services Representative

2 weeks ago

Burlington, Ontario, Canada Co-operators Full time

Company: CGL

Department: CFIS Distribution Support

Employment Type: Temporary Full Time (12 months)

Work Model: Hybrid

Language: English is required, French is an asset.

Additional Information: This/these role(s) is/are currently vacant

The Opportunity
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

As the Dealer Services Representative you will offer strong knowledge of the mutual fund industry and sales processes. You will maintain effective working relationship with key business partners to ensure compliance with Mutual Fund licensing regulations across all provinces and territories for the distribution network.

How You Will Create Impact

  • Receiving and reviewing transaction requests, ensuring appropriate documentation has been completed and that required supporting documents are submitted.
  • Reviewing documentation for accuracy and executing translations on behalf of advisors to reflect client requests, new account openings and updates.
  • Responding to client calls and following up on advisor and client concerns with external partners.
  • Providing expertise and guidance to filed management and employees on client issues, including addressing and triaging client complaints and concerns with regards to Mutual Funds.
  • Identifying issues of concern or non-compliant transactions or behaviour and escalating issues as appropriate.

How You Will Succeed

  • You influence change and are committed to continuous improvement, in order to exceed client expectations.
  • You leverage critical thinking skills to identify problems and proactively propose solutions.
  • Your strong communication skills allow you to clearly convey messages.
  • You are an effective team player who shares knowledge to support your peers.

To Join Our Team

  • You have at least 1 year of experience in investments.
  • You have completed post-secondary education in Business Administration, Finance, Commerce, Advanced Investment or a related discipline.
  • You have basic knowledge of insurance, products, sales practices and procedures, distribution and market conduct regulations.
  • You have or will obtain the Mutual Fund Licence.
  • Having or working towards the Branch Compliance Manager designation is an asset.

What You Need To Know

  • Extended work hours, including evenings and weekends, may be required.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

What's in it for you?

  • Training and development opportunities to grow your career.
  • Flexible work options to support personal and family needs.
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
  • Volunteer opportunities to give back to your community.

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