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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on delivering exceptional experiences while navigating multiple applications and adhering to productivity and quality targets. Proficient in understanding investment products and collaborating effectively within a team in a fast-paced environment.
Highest-signal resume keywords
Customer Service ExperienceTechnical ProficiencyAttention To DetailEffective Listening SkillsFluency In English And French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Navigating SoftwareUnderstanding Investment ProductsKnowledge Of Segregated FundsMultitaskingLearning New Knowledge
Soft Skills
CollaborationPunctualityAccepting FeedbackWorking In A Structured EnvironmentWorking In A Fast-Paced Environment
Industry Keywords
Financial Services IndustryRRSPsRRIFs
About the role
Key responsibilities & impact- Handle telephone inquiries from clients and financial advisors regarding contracts, products, and procedures
- Deliver an exceptional customer experience with accuracy and professionalism
- Provide callers with complete information
- Resolve most questions on the first call by researching information in resource systems
- Meet productivity and quality targets established by the department
- Participate in call audits related to the customer experience
- Work as part of a team of customer service specialists supporting individual insurance products
- Complete six weeks of training on products, procedures, and applications
- Meet quality and productivity targets verified through regular monitoring
Requirements
What you’ll need- Previous customer service experience
- Punctuality and attendance are essential
- Technical proficiency
- Ability to navigate software and multiple applications
- Strong attention to detail
- Effective listening skills
- Ability to understand questions and/or request additional information or clarification
- Ability to multitask
- Ability to learn and apply new knowledge
- Ability to work in a highly structured environment
- Ability to work in a team and collaborate effectively
- Ability to work in a fast-paced environment
- Ability to accept regular feedback and implement suggested improvements
- Experience in the financial services industry is an asset
- Understanding of investment products available to Canadian investors, such as RRSPs and RRIFs, is an asset
- Knowledge of segregated funds is an asset
- Fluency in English and French is an asset
Benefits
Comp & perks- Six weeks of training on products, procedures, and applications
- Medical, dental, mental health, and vision coverage
- Short- and long-term disability insurance
- Life insurance and accidental death and dismemberment (AD&D) insurance
- Adoption, surrogacy, and wellness benefits
- Employee and family assistance programs
- Retirement savings plans, including a pension plan
- Global employee share ownership plan with employer matching contributions
- Financial education and advisory resources
- Paid time off in Canada, including statutory holidays, vacation, personal days, and sick days
- Comprehensive statutory leave programs
- Incentive programs and performance-based incentive compensation tied to company and individual performance
- Hybrid work arrangement