Advisor Services Associate Investment Planning Counsel
Mississauga, ON
06.2024 - Current
Maintain and reconcile mutual and segregated fund data across the national CRM system, ensuring accurate FundServ imports, and monthly audits.
Lead fund data integrity projects with fund companies to onboard new MTFs, segregated funds, and cleanse legacy records.
Process high-volume bulk and book purchases, rep code changes, and fund transfers to support seamless operations across all Canadian branches.
Enhance reporting tools for leadership and branches, optimizing accuracy and efficiency.
Provide end-to-end support to financial advisors across provinces, acting as a key operational liaison.
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