At DFSIN – Toronto West, we strive for a supportive, diverse, and collaborative culture that provides the opportunity for flexibility and growth. You will work in a fast paced and ever-changing environment providing assistance and expertise to some our industries top financial advisors.

In this role you will work with top new technologies while learning the nuances, regulations and expertise of the financial industry

Job Title

Junior Life Insurance Advisor

*ONLY APPLICANTS WITH HLLQP LICENCE WILL BE CONSIDERED*

Job Description

What is the opportunity?

As an Administrative Assistant, you will provide administrative support one of the top Insurance advisors in the country within Desjardins Financial Securities Independent Network and Ferrari Insurance.

Responsibilities:

• Provide administrative support to Insurance advisor
• Provide client meeting preparation material
• Correspond with clients as required
• Provide insight into upcoming client requirements
• Data entry and client transaction processing
• Client information update processing
• Business development – assist in strategies on increase potential sales and client growth programs
• Marketing – Manage online/ social media/ marketing campaigns to build new sales and client relations
• Special project work or administrative tasks as required
• Liaison with branch office, investment companies, insurance companies to ensure smooth client experience in regards to processing of sales and transactions
• Provide general administrative and clerical support

Requirements

• HLLQP License with two years experience required
• Excellent communication skills (verbal and written)
• Outgoing and approachable interpersonal skills to converse with a variety of diverse clientele and support resources
• Experience of financial industry
• Professional experience in MS office including Outlook, word, excel, PowerPoint, etc
• Experience in social media for business purposes - Facebook, LinkedIn
• Organized, multi tasking, prioritization, professionalism
• Maintain advisor and client confidentiality
• Independently driven but able to take direction
• Extremely detail orientated and experience working in a highly regulated industry
• High level of professionalism and discretion
• CRM (Customer Relationship Management) software is an asset;

What we provide

• Work with a high performance, growth orientated, collaborative advisor
• Challenging and ever-changing work to keep you engaged
• Variety of task from transaction processing, compliance, business development, marketing, communication, etc
• Potential to engage in increasing responsibilities

Job Details

Address:

7675 Highway 27, Unit 20, Woodbridge, Ontario, Canada

Work hours/week:

35

Employment Type:

Full time

Compensation:

Hourly

NOTE: this role is not directly for Desjardins Financial Security Independent Network, but for an Independent Advisor within the Desjardins Financial centre