Financial Support Advisor

Position: Financial Support Advisor Life
Join Canada Life as a Financial Support Advisor, providing essential assistance to advisors in a temporarily full-time role. Your expertise will help resolve client inquiries and improve their experience.

In this position, you will become a part of the Quadrus team, responding to advisor inquiries regarding mutual fund policies and procedures. The focus will be on enhancing advisor relationships and ensuring compliance without a sales aspect. Candidates must have relevant financial course completion to succeed in this role.

Key Responsibilities:

• Address inquiries from Quadrus representatives and clients

• Facilitate education on Investment Centre technology

• Communicate sensitive issues for prompt resolution

• Build rapport with advisors and field contacts

• Meet service standards in accordance with National Instruments

Requirements:

• Completion of IFIC or Canadian Securities Course

• Strong communication and analytical skills

• Ability to prioritize tasks effectively

• Capable of handling ambiguity in a dynamic environment

• Bilingual (French/English) is a plus

Harness your problem-solving abilities in this pivotal role with Canada Life.
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