Candidates need project management experience, ideally in insurance, financial or employee benefits. They need Excel, Power BI and MS Office skills, CRM knowledge (Dynamics or EPIC), and strong organization and communication abilities.
Excel, Power BI, MS Office, Dynamics, EPIC (Applied Net Systems)
Candidates need previous life insurance industry experience, the LLQP licence (or the ability to obtain it in BC, Alberta and Ontario), clear communication skills, and practical experience with MS Office and online meeting platforms.
Candidates need attention to detail, strong organization and communication skills, and intermediate Word and Excel skills. Experience in financial services, insurance or MGA operations, block transfers and WealthServ or APEXA is an asset.
WealthServ, APEXA, MS Word, MS Excel, Online meeting platforms
1+ YOECandidates need 1-2 years of relevant experience, strong attention to detail, and the ability to manage multiple priorities. Intermediate MS Word and Excel skills, good written and verbal communication, and experience in financial services, insurance or MGA operations are assets.
2+ YOECandidates need up to 5 years of experience in finance or banking, advanced knowledge of segregated and mutual funds, and post-secondary education. Strong written and verbal communication and Microsoft Office skills are also required.
2+ YOECandidates need a Life Insurance Agent certification (LLQP) and a Mutual Fund licence, plus strong knowledge of segregated funds, mutual funds, GIAs, annuities and life insurance. They also need 2 to 5 years of relevant experience, clear communication skills and proficiency in MS Office, CRM and planning software.
1+ YOECandidates need a secondary school diploma, 1 to 2 years of office or administrative experience, and proficiency with Microsoft Office. Strong attention to detail, critical thinking and clear written and verbal communication are essential.
Accounts receivable, Administrative support, Critical thinking, Improve business processes, Communication skills, Microsoft Office
2+ YOECandidates need at least two years of life insurance industry experience, strong knowledge of carrier investment products and insurance planning, and strong presentation and communication skills. An LLQP is an asset and higher industry education is encouraged.
2+ YOECandidates need 2 to 5 years of experience in financial or banking, advanced knowledge of segregated and mutual funds, post-secondary education, and strong written and verbal communication. Microsoft Office and online meeting platform skills are expected.
1+ YOECandidates need at least 1 year of life insurance industry experience, strong customer service, and solid organization and time management. Intermediate Microsoft Office and online meeting platform skills, plus clear written and oral communication, are also required.
1+ YOECandidates need one to two years of relevant experience, previous life insurance industry experience, clear written and oral communication, and practical skill with the MS Office Suite and online meeting platforms. A positive, helpful attitude and sound problem-solving are also required.
1+ YOECandidates need less than one year of relevant experience, strong attention to detail, and clear written and verbal communication. Proficiency with MS Office (Excel, Word, PowerPoint, Outlook) is required.
2+ YOECandidates need post-secondary education from a credited community college, two to five years of related experience, and strong communication, negotiation, project management and organizational skills.
Logistics, Procurement, Sales, Attention to detail, Problem solving, Work efficiently
5+ YOEJusqu'à 5 ans d'expérience en finance ou banque; Connaissance approfondie des fonds distincts et des fonds communs de placement; Excellentes compétences en communication écrite et verbale
3+ YOECandidates need three or more years of life insurance administration experience in an insurer or managing general agency, plus background in broker contracting and compliance. Strong Microsoft Office skills, attention to detail and confidentiality are required.
Microsoft Excel, Microsoft Outlook, Microsoft Word, WealthServ, APEXA