Dealer Services Representative

Company: CGL

Department: CFIS Distribution Support

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: This role operates in English.

Additional Information: This/these role(s) is/are currently vacant

The Opportunity

We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy. That’s why we prioritize our people, ensuring a strong culture and development opportunities that enable them to thrive and live our purpose. You will work with people who care passionately about our clients and communities.

How You Will Create Impact

• Receive and review transaction requests, ensuring appropriate documentation has been completed and required supporting documents are submitted.
• Review documentation for accuracy and execute translations on behalf of advisors to reflect clien...