Full time Posted June 21, 2026
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Job Description

Description

:
  • Respond to client inquiries promptly and accurately; proactively providing options and solutions.
  • Assist clients with trade redemption requests acting as an extension of the Financial Planner's business.
  • Provide wealth operations and phone support to financial planners and their dedicated CSA's all over Canada.
  • Serve as the primary point of contact for all request, inquires, investigations, and escalations related to the strategic managed portfolios (SMP) program.
  • Act as a key resource for providing deep technical subject matter expertise, analysis and operational process support as well as bringing in appropriate partners on key initiatives.
  • Assist in the execution and settlement of trade transactions, including equities, mutual funds, GICs, ETFs, bonds, and other financial instruments.
  • Work with Team Managers with complex client escalations through working with multiple partners for a client resolut...
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