About the job

*This is a 6-month contract position ending March 31, 2027, with the possibility of transitioning to a permanent role based on business needs and individual performance.*

JOB STATEMENT:

Reporting to the Director, Partnerships and working in a fast-paced MFDA/IIROC regulatory environment, the Advisor Support Associate will be responsible for delivering exceptional “client-centric” service while building and maintaining relationships with both our internal and external partners. In this role, you will be assisting on a variety of partner issues such as account inquiries, transaction inquiries, and technological assistance, via phone and email support. You will resolve their issues in a professional manner, escalating when necessary and as the first point of contact you will act as the subject matter expert on Worldsource products and services.

RESPONSIBILITIES:

• Providing exemplary and professional service to our clients, partners, and advisors;
• Tracking, analyzing, researching and responding to client inquiries in a proactive manner while ensuring service level agreements are met;
• Understanding client and advisor needs based on their unique service and investment requests;
• Acting as a gatekeeper and applying industry rules and regulations during each client and advisor interaction;
• Providing support to other business units within the organization as required.

QUALIFICATIONS:

• Post-secondary degree or equivalent experience
• Canadian Securities Course (CSC) and Conduct Practices Handbook (CPH) is an asset
• Investment or Client Services related experience an asset
• Familiarity with the Dataphile and/or FCC uniFide and Croesus systems an asset
• Full flexibility to work a variety of shifts ranging from 8:00 a.m. - 8:00 p.m. EDT, Monday to Friday, with the occasional Saturday.
• Bilingual (English & French), an asset
• Detail-oriented & well organized
• Effective Communicator
• Friendly & Empathetic with a positive attitude
• Calm under pressure
• Efficient and have the ability to multi-task
• Dependable and responsible
• Have a desire for continued learning

COMPENSATION:

Commensurate with experience; Range : $25.00/hour to $30.00/hour

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.