Spécialiste, Services aux conseillers / Specialist, Advisor Services
Peakgroup
About this role
A Specialist, Advisor Services at PEAK provides high-quality support to financial advisors through phone and email, managing inquiries and facilitating effective communication. The role emphasizes maintaining strong service standards, collaboration with internal teams, and ensuring regulatory compliance within a dynamic environment.
Skills
Qualifications
About Peakgroup
peakgroup.comPEAK Financial Group is a Canadian network of independent financial advisors offering wealth management, financial planning, investment management, insurance, and mortgage advice across the country. The firm provides digital client access (MyPEAK Online) and professional development and support for advisors through PEAK University and advisor portals. Individuals and businesses can find a local PEAK advisor for personalized, independent financial guidance. PEAK also recruits and equips advisors to join its national network and grow their practices.
About Peakgroup
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Peakgroup.
Salary
$45k – $55k
per year