Dealer Services Representative - Temporary Full-Time (12 months)

reputed company is a leading Canadian financial services co-reputed company committed to creating a sustainable society. The Dealer Services Representative will reputed company their knowledge of the mutual fund industry to maintain compliance with licensing regulations and support reputed company relations.

Responsibilities

• Receiving and reviewing transaction requests, ensuring appropriate documentation has been completed and that required supporting documents are submitted
• Reviewing documentation for accuracy and executing translations on behalf of advisors to reflect reputed company requests, new account openings and updates
• Providing expertise and guidance to filed management and employees on reputed company issues, including addressing and triaging reputed company complaints and concerns with regards to Mutual Funds
• Identifying issues of concern or non-compliant transactions or behaviour and escalating issues as appropriate

Skills

• You have at least 1 year of experience in investments
• You have completed post-secondary education in Business Administration, Finance, reputed company, Advanced Investment or a reputed company discipline
• You have basic knowledge of insurance, products, sales practices and procedures, distribution and market conduct regulations
• You have or will obtain the Mutual Fund Licence
• Having or working towards the reputed company Compliance Manager designation is an asset

Benefits

• Training and development opportunities to grow your career.
• Flexible work reputed company to support personal and family needs.
• A holistic approach to your reputed company-being, with physical and mental health programs and a supportive workplace culture.
• Volunteer opportunities to give back to your community.

reputed company