*Investment Representative

Investment Representative

Build your career in the insurance industry within a dynamic professional environment where you will contribute to smooth operations and an outstanding client experience. Enjoy a permanent daytime position, a 37.5-hour workweek, comprehensive benefits, and a generous paid time off package in a collaborative workplace.

What is in it for you:

• Annual salary of 60K-70K.

• Permanent daytime position.

• 37.5-hour work week.

• On-site work, 5 days per week.

• Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs.

• Comprehensive benefits package.

• Retirement plan after 6 months of service.

• Employee share ownership program.

• Employee wellness program.

• Access to TELUS Health services.

• 16 vacation days per year.

• 5 personal days.

• 10 paid sick days.

• Reimbursement of job-related training expenses.

Responsibilities:

• Promote a client-focused culture and help build long-term client relationships.

• Coordinate client meetings, including booking meeting rooms, preparing documentation, managing schedule changes, organizing seminars, welcoming participants, coordinating refreshments, following up after meetings, and entering meeting notes into the contact management system.

• Process client requests, including account transfers, deposits, withdrawals, payments, tax receipt requests, and account statements.

• Respond promptly to client inquiries and escalate matters when appropriate.

• Deliver efficient administrative support by following up on regulatory documentation, maintaining up-to-date client records, and verifying daily transactions and system entries for accuracy.

• Resolve client operational issues accurately and efficiently, issue instructions for withdrawals, deposits, transfers, and other transactions according to established guidelines, and ensure all interactions are properly documented.

• Understand the documentation requirements for various client account types.

• Contribute to the team's success by building effective working relationships with internal stakeholders while maintaining a high level of client service.

• Comply with regulatory requirements, as well as internal policies and procedures.

• Perform duties in accordance with ethical standards, internal controls, and operational risk, compliance, anti-money laundering (AML), anti-terrorist financing (ATF), and conduct risk requirements.

• Foster a productive and inclusive work environment.

What you will need to succeed:

• Postsecondary education.

• Professional designation.

• 5 years of experience in a similar role.

• Bilingual in English and French to provide client service, respond to inquiries, coordinate meetings, process client files, and communicate effectively with clients and stakeholders in both languages.

• Excellent verbal and written communication skills.

• Strong organizational skills.

• Ability to take initiative.

• Ability to work independently.

• Ability to meet deadlines.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.