Location
Toronto
Job Type
Full-time
Posted
July 06, 2026
Job Description
Service Centre Specialist
Requisition ID: 266868
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Service Centre Specialist is responsible for supporting Canadian Wealth Management (CWM) Advisors, Advisor teams, and clients with all service-related inquiries, Level 1 technology support, and matters of policy and procedures, with a specific expertise in complex operational and regulatory practices and initiatives.
**Is this role right for you? In this role you will:**
+ Ensure inquiries are resolved effectively and efficiently, conduct analysis, and provide recommendations as required
+ Work with leadership to resolve complex, multi-faceted problems to meet the business needs of the CWM businesses, with a specific focus on creating operational efficiencies and solutions to enhance service and inquiry resolution
+ Provide analysis that assists with problem-solving and solution rec...
Requisition ID: 266868
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Service Centre Specialist is responsible for supporting Canadian Wealth Management (CWM) Advisors, Advisor teams, and clients with all service-related inquiries, Level 1 technology support, and matters of policy and procedures, with a specific expertise in complex operational and regulatory practices and initiatives.
**Is this role right for you? In this role you will:**
+ Ensure inquiries are resolved effectively and efficiently, conduct analysis, and provide recommendations as required
+ Work with leadership to resolve complex, multi-faceted problems to meet the business needs of the CWM businesses, with a specific focus on creating operational efficiencies and solutions to enhance service and inquiry resolution
+ Provide analysis that assists with problem-solving and solution rec...