What you will do
• Proactively contact clients and answer inbound inquiries.
• Provide advice and account / policy maintenance services using appropriate planning processes.
• Maintain a compliant practice.
• Improve client engagement in pursuit of the Centre’s overall business development objectives.
• Promote client portals & e-delivery options for statements, confirmations & marketing communications.
• Provide input to inform continuous refinement of the business model.
• Keep marketing and business development plans current and up to date.
• Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs. What you will bring
• 6-10 years’ experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.
• Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate.
• Post-secondary degree or equivalent work experience.
• Customer service focus.
• Strong financial planning skills.
• Excellent verbal and written communication skills, Chinese Mandarin would be considered an asset.
• Well-developed presentation skills.
• Excellent organizational and time management skills.
• Quick thinking and innovative.
• Valid mutual fund registration required
• Valid life insurance license (LLQP) required
• Working towards or completion of relevant certificate, diploma, or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations. Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC).
• Sound working knowledge of MS Office products, Investment Centre, Salesforce.