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Added 2 hours ago
NB
Head of Compliance NBFWM
National Bank of Canada
Montreal, QC
- Full-time
NBFWM is one of Canada’s largest investment dealers and is distinguished by its entrepreneurial business model. By supporting nearly 950 investment advisors with diverse business practices,…
Added 2 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
National Bank Insurance offers financial services and distributes individual insurance, group insurance, and investment products through a network of financial security advisors operating…
Added 6 hours ago
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Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 11 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection…
Added 11 hours ago
TW
Wealth Planner
Thrive Wealth Management
Regina, SK
- Full-time
Identifying opportunities for asset consolidation, insurance solutions, and additional planning needs, and partnering with advisors to bring those opportunities to life.
Added 11 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection…
Added 12 hours ago
BA
RIBO Licensed Insurance Broker
BIG Acton
Acton, ON
- Contract
Every client you earn, every relationship you strengthen, and every renewal you retain represents an investment of your time and expertise. At Billyard Insurance Group – Acton, that effort…
Added 17 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 17 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
with investment advisors and financial planners to promote industry best
Added 17 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
Work closely with financial planners, banking advisors and investment specialists to offer an integrated client experience.
Added 17 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
involves supporting NBF clients and Investment Advisors (IAs) with their estate
Added 20 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…product family and directly own Advisor Hub ACP, which serves advisors at ACP introducing brokers and portfolio management firms. You will also manage and coach three Product Owners who own…
Added 1 day ago
Financial Planner
Richardson Wealth Ltd
Toronto, ON
…offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our…
Added 1 day ago
NB
Operation Agent
National Bank of Canada
Victoria, BC
- Full-time
…mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Regional…
Added 1 day ago
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Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 2 days ago
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Senior Delivery Manager, Temporary
Aviso
Toronto, ON
- Temporary
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 2 days ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 2 days ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Processing insurance and investment new business and in-force service work from start to finish, ensuring accuracy and timely follow-up.
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…combination of the following, Mutual fund division account, Investment dealer account and ISI products, Estates, IG Legacy Products, Mortgage, Investment Dealer transition, Banking and…
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
…combination of the following, Mutual fund division account, Investment dealer account and ISI products, Estates, IG Legacy Products, Mortgage, Investment Dealer transition, Banking and…
Added 2 days ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
Conduct onsite and/or remote examinations of CIRO (both mutual funds and investment), branch and sub-branch locations of our dealer business
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
…combination of the following, Mutual fund division account, Investment dealer account and ISI products, Estates, IG Legacy Products, Mortgage, Investment Dealer transition, Banking and…
Added 2 days ago
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Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Conduct onsite and/or remote examinations of CIRO (both mutual funds and investment), branch and sub-branch locations of our dealer business

Empire Life

Customer Service Administrator (TruStone Financial)

Mississauga, ON, Canada

Compensation: Base Salary Range: $46,019 - $62,500. · Full-time

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Job details

Pay: Compensation: Base Salary Range: $46,019 - $62,500.
Job type: Full-time
Experience: Customer service experience (2 years min)
Posting language: English
Posted: Sep 23, 2026

Original job description

Customer Service Administrator (TruStone Financial)

Location: In person - Mississauga, ON

Compensation: Base Salary Range: $46,019 - $62,500. The posted range reflects the base salary for this position only.

TruStone is looking to hire a Customer Service Administrator to join their team! We are actively seeking candidates to fill a current, open position.

Reporting to the Manager, Customer Service, the Customer Service Administrator provides inforce policy administrative support and product information to our customers (advisors and their clients, and our insurance carriers) and colleagues.

About us

TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships.

We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors.

TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers.

Why pursue this opportunity

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

What you’ll be working on

Build and maintain a positive relationship with our customers and colleagues; interact effectively with each one based on their needs and preferences
Independently respond to queries and requests for information from our customers by phone, email, and in-person
Support for Reception/Front Desk activities
Prioritize workload based on the importance and time sensitivity of each task
Contacting insurance carriers for exceptions or special handling
Provide prompt, professional, knowledgeable and accurate customer service to advisors.
Respond and adjudicate inforce inquiries such as beneficiary changes, surrender requests, address changes, banking changes, ownership, premium inquiries, death claims, etc.
Update and maintain systems (i.e. tasks, documents, diarizing)
Cross-Training – learning other department functions to support as a backup when needed
Perform other related activities and participate in ad hoc projects, as necessary or assigned.
Adhere to Anti Money Laundering, Fintrac, Privacy, and TruStone Financial Inc. compliance policies and procedures (includes mandatory yearly trainings)
Continuous improvement of product knowledge by attending industry courses and webinars
Perform other related activities and participate in ad hoc projects, as necessary or assigned.

What we’re looking for you to have

Customer service experience (2 years min)
Knowledge of insurance industry required (2+ years)
System expertise - Wealthserv, SharePoint, Microsoft suite
Strong communication, customer service and interpersonal skills
Ability to work independently, prioritize and balance multiple tasks or projects
Ability to research, analyze, evaluate, integrate ideas and problem solve
If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Beyond the salary

For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:

Company pension
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off

Get to know us

TruStone is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

TruStone welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@empire.ca .

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More about this job

Responsibilities

Provide administrative support and product information for inforce insurance policies, responding to advisor and client inquiries by phone, email, and in person. Maintain customer relationships and policy records, handle policy changes and claims inquiries, coordinate with insurance carriers, support reception, and follow compliance procedures.

Requirements

At least two years of customer service experience and two or more years of insurance industry knowledge are required. Candidates should be proficient with Wealthserv, SharePoint, and Microsoft Office, and demonstrate strong communication, prioritization, independent work, research, analysis, and problem-solving abilities.

Skills

Customer Service
Insurance Administration
Inforce Policy Support
Communication
Interpersonal Skills
Workload Prioritization
Multitasking
Problem Solving
Research and Analysis
Wealthserv
SharePoint
Microsoft Office
Compliance
Data and Document Management

Benefits

Company Pension
Dental Care
Disability Insurance
Employee Assistance Program
Extended Health Care
Life Insurance
Paid Time Off

Visa sponsorship

Not detected in the job text

Keywords

Customer Service
Insurance
Managing General Agent
Inforce Policies
Policy Administration
Product Information
Insurance Advisors
Insurance Carriers
Beneficiary Changes
Surrender Requests
Address Changes
Banking Changes
Ownership Changes
Premium Inquiries
Death Claims
Wealthserv
SharePoint
Microsoft Office
Reception
Front Desk
Anti-Money Laundering
FINTRAC
Privacy Compliance
Cross-Training
Continuous Improvement
Industry Courses
Webinars

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