Bilingual Financial Education Specialist
Core
Provide bilingual financial education and guidance to members with Group Retirement plans, handling transactions, investment questions, and referrals to Wealth & Retirement advisors.
Role type
Bilingual Financial Education Specialist (Customer Support)
Builds
Customer support interactions and successful referrals to Wealth & Retirement advisors
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Bilingual communication (French & English), customer service, financial services experience, compliance adherence, triage, analytical problem-solving
Preferred skills
Post-secondary education in finance/business, Canadian Securities Course (CSC) or IFIC, knowledge of Canadian investment products (RRSP, RRIF, segregated funds)
Technologies
CRM tools
Responsibilities
Handle inbound, outbound, and email inquiries regarding Group Retirement plans; record customer information for compliance; triage leads for advisor referrals; process service-related client needs; meet productivity and service level agreements; stay updated on legislation and product changes.
Seniority
Entry-level to Mid-level, hands-on IC