At a Glance
- Tasks: Support Advisors with mutual fund policies and procedures, ensuring excellent service.
- Company: Join Canada Life, a trusted leader in financial well-being.
- Benefits: Flexible health benefits, career development, and a supportive community.
- Other info: Enjoy a balanced work schedule with no late nights or weekends.
- Why this job: Build relationships and use your financial knowledge in a fulfilling role.
- Qualifications: Completion of IFIC or Canadian Securities Course; strong communication skills.
The predicted salary is between 43400 - 65100 £ per year.
Temporary Full Time - We have an exciting opportunity to join our Quadrus team! Advisor Service Representatives provide aligned support to Advisors concerning our mutual fund dealer (Quadrus) policies and procedures. This is a service-oriented role, with no sales component. If you are looking for an opportunity to build trusted relationships with our internal partners and put your financial knowledge to good use, this role is for you! Our hours of operation are Monday to Friday, 8:45am to 5:00pm. That’s right, no late evenings or weekends!
We are seeking candidates who have completed courses through the Investment Funds Institute of Canada or the Canadian Securities Course.
What you will do:
- Responding to inquiries from Quadrus representatives and clients via phone, fax and e-mail
- Providing explanation of Quadrus processes and education on use of Investment Centre technology and other tools and resources
- Communicating sensitive processing issues to representatives, to ensure prompt resolution
- Acting as liaison between Quadrus representatives and fund companies and internal partners
- Investigating complaints and issues, including research with fund companies
- Achieving service standards and working to ensure compliance with National Instruments
- Building rapport with advisors and their local leaders and field contacts
What you will bring:
- Completion of IFIC or Canadian Securities Course
- Persistence in ensuring prompt resolution of customer concerns
- Strong verbal and written communication skills
- Strong analytical and problem-solving abilities
- Able to manage multiple tasks while prioritising and managing deadlines
- A team player with the ability to work independently
- Good coping skills and tolerance of ambiguity
- Bilingual (French/English) an asset
The base salary for this position is between $43,400 - $65,100 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life. We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values every day: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Learn more about Canada Life. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Service Representative - 18 Month Contract in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Canada Life.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Canada Life might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Advisor Service Representative - 18 Month Contract in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Canada Life will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Canada Life. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Canada Life confidence in your short-term commitment to the role.
How to prepare for a job interview at Canada Life
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Canada Life.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Canada Life that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
