Bilingual Partner Support Specialist, Investorline; French and English

Partner Support & Relationship Management
Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners, providing timely and accurate support across a range of investment-related services.

Ownership & Follow-Through
Owns and follows up on complex files, making it easy for Partners to do business and inspiring confidence in our processes, service standards, and overall brand.

Customer Needs & Service Excellence
Understands customer needs and delivers tailored wealth and investment-related solutions. Probes effectively to uncover unique requirements and ensures a seamless experience.

Issue Resolution & Escalation
Manages transactional outcomes and escalates unresolved or complex situations to senior team members or managers as needed.

Documentation & Accuracy
Reviews and processes documentation during Partner and customer interactions to ensure accuracy and completeness.

Market Knowledge & Integration
Maintains current knowledge of investment markets, trends, and practices, integrating insights into customer conversations professionally.

Marketing & Promotion Integration
Incorporates relevant marketing programs and promotions into customer interactions where appropriate.

Compliance & Risk Management
Adheres to all regulatory and compliance requirements, including Anti-Money Laundering (AML), Terrorist Financing, FCAC consumer provisions, and the Privacy Act.

Suspicious Activity Reporting
Identifies and reports suspicious patterns of activity that may be related to money laundering or other financial crimes.

Outbound Engagement
May initiate outbound calls to resolve complex situations and ensure customer satisfaction.

Additional Duties
Completes diverse tasks within established guidelines and may handle escalations from other employees. Broader accountabilities may be assigned as needed.