Contract 18 months / Full-time / Remote 100% / Toronto, Montreal, or Quebec
Company Overview
WFG Dealer Connect provides back-office administration and advisor support to WFG advisor across Canada. The team’s focus is to provide excellent service to the advisors that we deal with on a day-to-day basis so they can help their clients achieve their financial goals. Our primary objective is to handle the operational aspects for the advisor and to help ensure that all transaction and record keeping is completed following all proper procedures. We are the liaison between the advisor and the Fund Companies and handle all internal transactions and paperwork.
Responsibilities:
Qualifications:
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