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.

  • Senior Dealer Representative

    11 hours ago

    Burlington, Ontario, Canada Equiton Full time

    About the Position:In this role, you will be responsible for developing newdirect investor business from private clients;individual members of the investing public who invest their own capital. Reporting to the VP, Capital Markets, the Senior Associate role is a licensed Dealing Representative and responsible for developing new private client business. The...

  • Customer Service Representative/Service Technician

    15 hours ago

    Burlington, Ontario, Canada IMPACT CLEANING SERVICES Full time

    COMPANY : HOMETOWN COFFEEJOB TITLE:Customer Service Representative/ Service TechnicianREPORTS TO:Account ManagerDIRECT REPORTS:N/AABOUT THE ROLE:We are seeking a reliable and customer-focused Customer Service/Service Technician to join our team. In this role, you will be responsible for delivering products to client locations, cultivating strong client...

  • Sales Representative

    2 weeks ago

    Burlington, Ontario, Canada Cellcom Communications - Cellcom Full time

    Founded in 1985, Cellcom Communications,Authorized Bell Dealer, stands out through his leadership and strong growth. Cellcom Communications is not only retail and business sales, but also a great, dedicated and passionate teamWe are currently looking for aSales Representativeto join our team atBell Burlington.This Is What We Offer YouHourly wage plus...

  • Customer Service Representative

    3 days ago

    Burlington, Ontario, Canada U-Haul Full time

    Location: Mainway, Burlington, Ontario L7M1A6 CanadaAre you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional service and ensuring...

  • Customer Service Representative

    1 week ago

    Burlington, Ontario, Canada Vitonia Full time

    Job OverviewWe are seeking a dedicated and enthusiastic Customer Service Representative to join our team. In this role, you will be the first point of contact for our customers, providing exceptional service and support. Your ability to communicate effectively and handle inquiries will be essential in ensuring customer satisfaction. If you have a passion for...

  • Bilingual Customer Service Representative

    12 hours ago

    Burlington, Ontario, Canada Häfele Canada Inc. Full time

    Bilingual Customer Service RepresentativeAs part of our growth strategy, we are looking for a dynamic individual to join our team as a Customer Service Representative. The Customer Service position is a gateway into our company – this role is more than just being our face and voice to customers; it also has many internal touchpoints. There are limitless...

  • Lead Electromechanical Field Service

    2 weeks ago

    Burlington, Ontario, Canada Integrated Power Services Full time

    DescriptionLead Field Service Technician Are you a hands-on problem solver who loves to travel and provide exceptional customer service? IPS is seeking a dynamic Field Service Technician to join our team. In this role, no day will be the same. You'll troubleshoot, repair, and maintain equipment while delivering top-notch service to our customers. You'll be...

  • Building Representative

    1 week ago

    Burlington, Ontario, Canada Greenwin Corp. Full time

    Job DescriptionLive Where You Work — Create a Community Residents Love to Call HomeWe are seeking a hands-on, service-driven Building Representative to oversee the day-to-day operations of our residential community. As a live-in team member, you will be the primary point of contact for residents, ensure the integrity and upkeep of the property, and...

  • Title Release Manager

    7 days ago

    Burlington, Ontario, Canada Exeter Finance Full time US$57,800 - US$79,400

    At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give options that make sense, getting customers behind the wheel of their car. Every team member is integral to our success. Whether you're at a...

  • Lead Electromechanical Field Service

    3 days ago

    Burlington, Ontario, Canada Integrated Power Services Full time

    Are you a hands-on problem solver who loves to travel and provide exceptional customer service? IPS is seeking a dynamic Field Service Technician to join our team. In this role, no day will be the same. You'll troubleshoot, repair, and maintain equipment while delivering top-notch service to our customers. You'll be able to work alongside some of the best...