Customer Service Representative, Advisor Relations
iA Private Wealth(26 days ago)
About this role
A Customer Service Representative — Advisor Relations is a client-facing role at iA Financial Group focused on ensuring advisors and their clients feel confident and secure about their financial relationships. Reporting to the Advisor Relations Supervisor, the role embodies the company’s values and supports advisor satisfaction and retention through expert, empathetic service.
Required Skills
- Communication
- Written Communication
- Analytical Skills
- Organizational Skills
- Problem Solving
- Adaptability
- Customer Service
- JIRA
- French
Qualifications
- IFIC Operations Course
About iA Private Wealth
iaprivatewealth.caiA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
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