- Toronto, Ontario, Canada +1 more
- Hybrid
- Full-time · Associate
- CA$50K–CA$51K per year
- 1–2 years
Serve as the primary point of contact for Advisors, acting as a liaison between the retail sales force and Head Office, providing first-level operational, administrative, and systems support.
Locations (2)
- Toronto, Ontario, Canada
- Montreal, Quebec, Canada
Compensation
For positions posted in Ontario and British Columbia: The typical hiring range for this position is between $50,000 and $51,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.
Responsibilities
- Serve as the primary point of contact for Advisors, acting as a liaison between the retail sales force and Head Office
- Provide first-level operational, administrative, and systems support, including training on Compass, Croesus, Univeris, and Wealthlink
- Manage inbound Advisor calls and emails, providing timely information on programs, initiatives, events, and operational questions
- Proactively support Advisors with business plans and practice-enhancing initiatives
- Contribute to special projects and team initiatives