CFIS Business Specialist na Cooperators Financial Investment Services (CFIS) / The Co-operators

Company: CGL
Department: Distribution & Sales Support
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: English is required, French is an asset.
Referral Award: No
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

The  CFIS Business Specialist provides support to Co-operators Financial Investment Services (CFIS) and Dealer Operations and acts as the SME to complete project-based assignments and tasks relation to the wealth management business. They research, analyze, and recommend required solutions and strategies on processes and evaluate and determine and operation escalations.   They work heavily with team members, business partners, and Advisors to solve and correct level 2 escalations and higher complexity situations.​​ 

How you will create impact: 

• Act as a point of contact to assist advisors, business partners and team members with complex situations, escalations, and complaints. 
• Research relevant information used to resolve unique situations and collaborate to determine best course of action. 
• Identify issues of concern or non-compliant transactions or behaviour and to escalate issues to management. 
• Establish and maintain ongoing relationships with internal and external business partners. 
• Act as a subject matter expert, as well as provide support to the subject matter expert(s) on projects that involve or affect CFIS Operations. 
• Prioritize and monitor outstanding workloads to ensure that the team is meeting/exceeding service level targets.
• Provide technical support, education and information to Advisors and our support staff.  
• Draw on knowledge and prior experiences to coach and guide team members to encourage individual high performance and productivity and to enable them to handle situations. 
• Provide continuous feedback and updates to management on development of team members, concerns and recommendations that affect interim and performance reviews, promotions, and terminations. 
• As a project resource assist in development and review of systems, policies, and procedures. 
• Support the development of new procedures and processes as it relates projects and provide input to procedure manuals as required. 

To join our team:  

• In-depth knowledge of mutual fund dealer operations and policies and procedures.​ 
• ​​Working knowledge of CFIS processes and systems to support the sales and servicing of mutual fund clients. ​
• ​​Knowledge of Mutual Fund Distribution & Field practices and procedures.
• Skilled in technology and software relating to communication, presentation, databases, web-based products, audiovisual, and virtual meetings.
• High proficiency with Outlook, WebEx, Excel, and PowerPoint.

How you will succeed:

• ​You can work independently with very little guidance.​
• You have strong organizational skills, ability to manage competing priorities and multiple deadlines.
• You can collaborate effectively with cross-functional teams.
• You have the ability to influence and negotiate with stakeholders.
• You have the ability to build and maintain strong relationships.
• You are flexible to respond to changing conditions.

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.