3+ YOECandidates need at least 3 years of administrative experience, excellent MS Office skills and strong organization and attention to detail. Bilingual French and English is strongly preferred, and a college diploma, university degree or equivalent experience is required.
MS Office, PowerBI, Advisor Portal, Secure Messaging, WealthServ, Bluesun
10+ YOECandidates need 10+ years in the insurance industry with strong life insurance knowledge and proven people leadership experience. Strong communication, organization, problem-solving and Microsoft Office skills are required, and industry designations are an asset.
4+ YOECandidates need 4+ years of financial services sales or sales support experience, strong virtual communication and relationship skills, and advanced English and French. A life licence or working toward one, plus a college or university education, is also required.
8+ YOECandidates need 8+ years of industry experience, with insurance sales experience an asset. They must be life licensed, hold or work toward CFP or CLU, and communicate clearly in English; French bilingualism is an asset.
2+ YOECandidates need at least 2 years of contracting experience with a Managing General Agency or similar environment, strong organization, accuracy and data entry skills, and knowledge of WealthServ, APEXA and Microsoft Office. Bilingual French and English and industry designations (FLMI, ACS, AIAA) are assets.
APEXA, WealthServ, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2+ YOECandidates need 2 to 5 years of administrative experience, ideally in insurance new business, with strong organization, accuracy and communication skills. Advanced French and intermediate English, plus WealthServ and Microsoft Office knowledge, are required.
WealthServ, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
5+ YOECandidates need 5 to 10 years of underwriting experience, full bilingual fluency in French and English, and experience serving high net worth advisors. Strong service, analytical, communication and Microsoft Office skills are needed, and an AALU or FALU designation and business degree are preferred.
WealthServ, Microsoft Word, Microsoft Excel, Microsoft Outlook