Tailored Branch Support Specialist II
Customer Service
Remote
Posted on Jun 17, 2026
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. In addition, they will assist with documenting information, preparing appointments, processing account openings and transfers, and processing trades, among other responsibilities.
Following successful...