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(Entry level) - (Full-Time) - Montreal, QC, CA
September 8, 2021Apply with LinkedInSend my CV
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
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
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.