Location
toronto, on, Canada
Posted
July 13, 2026
Job Description
Job Title: Advisor Service Center Representative
Work location: 483 Bay Street, Toronto (until late 2026) and will move to 3 Robert Speck Parkway, Mississauga. Calgary location: 407 2nd Street SW, Downtown Calgary.
Flexible hybrid schedule; required to work rotating shifts Monday through Friday between 8 am and 8 pm EST.
Responsibilities
- Provide exceptional customer service to investment advisors, their support teams and investors in our inbound contact centre.
- Assist advisors and investors with information requests and direct them to appropriate departments promptly.
- Educate clients on short-term and long-term investment strategies and support the preparation of retirement and other significant life goals.
- Maintain accurate, up-to-date records of client interactions and follow all company policies and procedures.
- Use analytical and critical-thinking skills to solve client problems and embrace new technologi...