Position Schedule

Full-Time

Canada Service is seeking a Tailored Branch Support (TBS) Specialist to provide remote branch support to Financial Advisors (FAs) all over Canada. Associates in this area will remotely support multiple Financial Advisors daily with answering incoming calls, handling client, vendor, and FA inquiries, assisting with documenting information, preparing appointments, processing account openings and transfers, and processing trades, among other responsibilities.

Following successful completion of initial training, the associate will be expected to understand the products and services offered by the firm, including all processing steps and procedures as well as firm and regulatory requirements, in order to provide reliable and accurate service to branch teams and clients. The associate is also responsible for continually learning on the job through interaction with leaders, team members, and other departments, and for attending Conti...