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Guaranteed investment certificate (GIC) Agent, Operations

(Entry level) - (Full-Time) - Montreal, QC, CA

September 8, 2021

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At PEAK, we value a culture based on trust and strive to maintain a collaborative environment and a family-like atmosphere among our employees. We offer a fast-paced environment with stimulating work to challenge you and help you reach your full potential. Do you have a bold, entrepreneurial spirit? Put your ideas to work with us!

What you'll do

The guaranteed investment certificate (GIC) agent is responsible for processing all GIC related transactions including reregistration and transfers. More specifically, this position encompasses:

Process incoming and outgoing GIC transactions (purchases, maturities, and interest payments) in client accounts

Input GIC rates from Cannex

Ensure transactions are processed accurately and in a timely manner

Prepare EFT payouts for Finance

Identify and correct errors as required

Assist advisors with GIC inquiries and concerns that arise

Follow-up with advisors on any pending request, including making outbound calls

Liaise with GIC issuers (follow-up on GIC confirmations)

Set expectations around timelines and adhere to those stated expectations

Prepare comprehensive procedures for all GIC processes

Participate in special projects/assignments; perform other duties as required

What we’re looking for

College degree;

2 years experience in the financial services industry

Excellent in research, analysis and problem-solving

Good knowledge of MFDA and IIROC regulations (an asset)

Good knowledge of registered products

Ability to work as a team member

Ability to work well under pressure

Ability to work in a fast-paced, constantly changing environment

Excellent written and verbal communication skills (bilingualism is required - French & English)

Role success factors

Strong analytical skills

Ability to work as a team

Strong organizational skills and ability to prioritize

Ability to work under pressure

Proactive in offering ideas and advice for developing new tools and methodologies

Thorough and meticulous

About PEAK

Making a real difference in the lives of Canadians is our raison d'être. Improving the quality of people's lives through better use of their money is our mission. PEAK is the Canadian leader when it comes to fully independent advice.

For almost 30 years, PEAK has consistently expanded its horizons and now has more than $13 billion in assets under administration.

With 1,500 Advisors, registered professionals and employees across Canada, PEAK has always been in the lead, yet has never lost sight of its values and mission.

We wish to thank all those who have applied but we will communicate only with those candidates selected for interview.