Discover a better place to grow your career; a place that's caring, engaging and rewarding. We're proud of our diverse culture of trust and respect. It's a culture guided by solid leadership and collaboration from every member of our organization. With so many opportunities to choose from, you'll see why The Co-operators is the better place for you.
Knoblauch & Associates Insurance Services Inc / The Co-operators is looking for a Mutual Fund Financial Advisor in Grande Prairie, Ab.
As the Mutual Fund Advisor, you will offer strong knowledge of the mutual fund industry and sales processes. You will maintain effective working relationship with key business partners to ensure compliance with Mutual Fund regulations across all provinces and territories for the distribution network.
What you’re responsible for:

• New business account openings for existing clients.
• 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 client requests, new account openings and updates.
• Responding to advisor calls and following up on advisor and client concerns with external partners.
• Providing expertise and guidance to filed management and employees on client issues, including addressing and triaging client complaints and concerns with regards to Mutual Funds.
• Identifying issues of concern or non-compliant transactions or behavior and escalating issues as appropriate.

To be successful:

• You influence change and are committed to continuous improvement, to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support your peers.

Your Qualifications

• Completion of a degree or post-secondary studies in a related field is preferred (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration)
• MDFA license
• Understanding of key selling principles
• Knowledge of wealth investment products
• Excellent interpersonal skills
• Excellent skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
• Candidate must be tech savvy - adept with various forms of technology and fluidly moves from one form to another to communicate both internally and externally, understands the technology preferences of the customer
• The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
• Valid Driver’s license is required
• An opportunity to work with a very successful financial services agency.
• Opportunity for career development including education opportunities, continuous training and career planning
• Commitment to staff wellness including a comprehensive employee assistance program
• A generous compensation package including a competitive salary and benefits program
• Opportunity to work for a company that is dedicated to giving back to your community and has an emphasis on environmental and sustainable business practices

About The Co-operators
The Co‑operators Group Limited is a Canadian-owned co-operative. Through our group of companies, we offer home, auto, life, group, travel, commercial and farm insurance, as well as investment products. Our co-operative values make us a different kind of insurance company – one built on honesty, hard work and concern for the communities in which we live and work. We have been ranked among the Best Employers in Canada by Aon Hewitt. As a member of our team, you'll be part of a big organization with a small company feel, working alongside a highly engaged group of people who are passionate about what they do. And you'll see why we believe The Co‑operators truly is a better place to work.
Job Types: Full-time, Permanent
Job Type: Full-time
Pay: $50,000.00-$100,000.00 per year
Benefits:

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care

Schedule:

• Monday to Friday

Work Location: In person