Plan Right Support Agent
Company is hiring for Plan Right Support Agent in Waterloo, Ontario. Hybrid, Junior level, CA$52k–CA$87k a year stated. First seen November 11, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Company
- Where
- Waterloo, Ontario
- Arrangement
- Hybrid
- Level
- Junior
- Pay stated
- CA$52k–CA$87k a year
- First seen
- November 11, 2026
- Listed via
- Workday
What the posting says
Position Responsibilities: - Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire for advice - Gather and accurately record all customer information required to meet compliance and privacy needs within CRM tool - Providing customer experience accurately and professionally - Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors - Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed -…
Read more and apply on Company's site
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