We are seeking a dynamic and client-centric individual to join our collaborative team as a Client Service Associate. Reporting to the Manager, Branch Compliance and Sales Support, you will work closely with Investment Advisors to develop and manage client relationships. You will work with aligned Investment Advisors by performing administrative and operational tasks related to clients’ investment portfolios. Partner with a leading independent mutual fund dealer offering a range of investment solutions, while enjoying the benefits of working within an established company and client base. Our team is collaborative and entrepreneurial with a desire to see each other and our clients succeed.

What you will do:

• Client Meeting Preparation: Manage client files and prepare for meetings
• Account Support: Assist with account opening and transactions as directed by an advisor
• Trade Execution: Carry out trade instructions and ensure thorough follow-up
• Customer Service: Provide superior customer service and answer client questions in person, on the phone, or by email
• Scheduling: Assist with scheduling client meetings
• Sales & Marketing Support: Partner with Investment Advisors in their Sales & Marketing Plans and Business Development efforts
• Reporting: Generate reports to assist with client and business reviews

What you will bring:

• 3-5 years' experience in the financial services industry, which could be a combination of education and work experience, preferably with wealth experience
• Mutual Funds License would be an asset or the ability to obtain it
• Ability to succeed in a fast-paced environment
• Strong prioritization and time management skills
• Solid problem-solving skills
• Strong written and verbal communication skills
• Self-motivated, able to take initiative, and work independently and as part of a team
• Proficient in Microsoft Office platforms
• Strong attention to detail and a high degree of accuracy

Who we are:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits and pensions, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!

What sets us apart?

Be in good company

Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking

You're valued for your passion, drive and creativity. The pace is fast, but the work is meaningful, interesting, and complex, just the way you like it.

Grow together

We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen. We can help you build your career and explore other areas of our business.

Benefits and perks

• • Competitive salary and bonus
  • Participate in our comprehensive benefits plan on day one — no waiting period
  • Company-matched Retirement Savings Plan
  • Company-paid training and development courses
  • Company celebrated community involvement
  • Hybrid work environment

Are you interested?

Please Apply!

This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

We are an Equal Opportunity Employer. Candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, or sexual orientation.

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