Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Financial Service Representative working in a hybrid model making outbound calls for financial services. Engaging with clients to understand their financial needs and suggest appropriate solutions.
Responsibilities
- Work in a fast paced Contact Centre to proactively reach out to clients
- Suggest new and existing financial services products
- Engage in meaningful conversations to understand financial needs
- Provide information and resolutions to client issues
Requirements
- Fluent in French and English
- Ability to work independently as an Agent@Home
- Wired Internet connection to support call quality
- Flexible to work Monday to Friday from 9:00 AM to 08:00 PM and Saturday from 10:00 AM to 6:00 PM
Benefits
- Competitive compensation
- Banking benefit*
- Wellbeing support
- Employee and family assistance programs
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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