Specialist in Support Services Investments

Position: Specialist in Support Services for Investments
Elevate your career as a Support Services Specialist focused on Investments in Peterborough, ON. This role is essential for providing guidance to Wealth Advisors and ensuring seamless processing of registered products.

Working full-time, you will be responsible for product recommendations and training branch teams on investment offerings. Your expertise will support accurate documentation and compliance with FSCO and OSFI regulations. Additionally, you'll oversee support requests and manage registered product files for optimal service delivery.

Key Responsibilities:

• Advise Wealth Advisors on investment products

• Conduct training for branch management and staff

• Process and verify registered transactions

• Manage documentation for specialty registered withdrawals

• Supervise support requests through ticket systems

Requirements:

• High School Diploma or equivalent

• Two years of related experience required

• Knowledge of CRA guidelines is beneficial

• Strong sales and organizational skills

• Mandatory vaccination disclosure for new employees

Become a key player in the investment support team with this opportunity!
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