At a Glance
- Tasks: Support advisors with mutual fund policies and procedures in a service-oriented role.
- Company: Join Canada Life, a trusted company improving Canadians' well-being.
- Benefits: Flexible health benefits, career development funds, and a supportive work environment.
- Other info: Enjoy a hybrid work model with no late evenings or weekends.
- Why this job: Build relationships and use your financial knowledge without sales pressure.
- Qualifications: Bilingual in French and English, with relevant financial course completion preferred.
The predicted salary is between 25000 - 30000 £ 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, 8:30am 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. This position requires in-office presence in either Montreal or London, Ontario, and follows a hybrid work model.
Accountabilities:
- Responding to inquiries from Quadrus advisors 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 advisors 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
Qualifications and Competencies:
- Completion of IFIC or Canadian Securities Course is an asset
- 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
- Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
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.
Advisor Service Representative (bilingual) - 6-month contract in London employer: Canada Life
Canada Life UK is an exceptional employer that prioritises the well-being and growth of its employees, offering a modern and agile work environment in vibrant locations like Bristol, London, and Watford. With a strong focus on building better futures, the company fosters a welcoming culture and provides ample opportunities for professional development, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Service Representative (bilingual) - 6-month contract in London
✨Get Social with Customer Support Communities
Join customer support groups on platforms like Facebook or Reddit. They often share job openings or temp opportunities. Engaging with these communities can help you learn more about the specific skills and experiences employers are looking for, plus you'll meet folks who might know about openings at companies like Canada Life.
✨Leverage Seasonal Hiring Trends
Since customer support roles can spike during busy seasons (think holidays and sales periods), keep an eye out for timelines when companies ramp up hiring. Make sure to apply early and stay active; sending a quick follow-up a week after applying can show your enthusiasm for the role.
✨Flex Your Communication Skills
In customer support, communication is key! Prepare for hypothetical scenarios that test your problem-solving and customer interaction skills. Practising answers to common role-play questions can really help you shine in interviews—trust us, it makes a difference!
✨Make the Most of Job Boards
Use industry-specific job boards like Glassdoor or Indeed to find temporary roles. Don’t forget to set up alerts for customer support positions at companies like Canada Life. The earlier you apply, the better your chances, so keep your finger on the pulse!
We think you need these skills to ace Advisor Service Representative (bilingual) - 6-month contract in London
Some tips for your application 🫡
Highlight Your Communication Skills:In customer support, top-notch communication is key. Make sure your CV showcases any previous experience where you’ve had to clearly convey information or resolve issues. If you’ve handled customer queries via email or chat, mention it! Let’s see those strong verbal and written skills shine through.
Showcase Problem-Solving Experience:Employers love to see how you've handled tricky situations. Include examples in your application where you’ve tackled customer concerns or had to think on your feet. It's all about proving you can keep cool under pressure and find solutions—something super important in a temporary customer support role!
Tailor Your Approach for Temporary Roles:Since this is a temporary gig, make sure your cover letter emphasises your flexibility and eagerness to dive right in. Mention that you're ready to hit the ground running and are adaptable to new tools or systems—this shows that you understand the urgency often needed in temporary positions.
Proof of Customer Satisfaction:If you’ve got any quantifiable achievements from past customer support roles, like improved customer satisfaction scores or successful project completions, make sure to include them. Numbers speak volumes! This not only shows your capability but also gives us a reason to believe you'll bring that same success to Canada Life.
How to prepare for a job interview at Canada Life
✨Master the Customer Interaction Game
In customer support, we need to showcase our people skills. Prepare for role-playing scenarios where you'll demonstrate how to handle difficult customers or resolve complaints. Think about the types of issues common in Canada Life's industry and how you can respond empathetically and effectively!
✨Know Your Products Inside Out
For a temporary role, it's crucial to familiarize yourself with the products or services Canada Life offers. Brush up on key features, common issues, and FAQs. This knowledge will enable you to respond quickly and confidently to customer queries, showing you’re ready to jump in at a moment’s notice!
✨Flexibility is Key - Emphasise Your Adaptability!
Since this is a temporary role, we're looking to convey how quickly we can adapt to new systems or processes. Be ready to share examples of how you've quickly learned new tools or adjusted to changing environments in past roles. Show them you're the go-to person when the pressure's on!
✨Prepare for Quick Conversational Q&A
You might face a rapid-fire round of questions about customer service principles or how you'd handle specific situations. To ace this, think through different customer scenarios ahead of time, and practice your responses to ensure they're concise and impactful. The aim is to demonstrate your quick thinking and problem-solving skills!
