Client Service Associate, Wealth Management - St. Catharines
OntarioThe Canada Life Assurance Company
2+ YOECandidates need two years of advisor or client support experience in financial services or insurance, plus a post-secondary diploma or degree in a business-related field. Strong client service, organization, multitasking and Microsoft Office skills are required, and MFDA or IIROC licensing is preferred.
Office365, Excel, Outlook, Word, PowerPoint, SharePoint
Sr Service Specialist
OntarioThe Canada Life Assurance Company
3+ YOECanada Life needs candidates with three to four years of group insurance experience, including group life and health products. Strong English communication, customer service skills, project management ability and a valid driver's licence and car are required.
GroupNet
Client Experience Specialist - Future Opportunity
OntarioThe Canada Life Assurance Company
2+ YOECandidates need two years of advisor or client support experience at a financial services or insurance firm and a post-secondary diploma or degree in business, finance, economics or a related field. They need strong client service, organization and multitasking skills, and working knowledge of Microsoft Office365, Word, Excel, Outlook, PowerPoint and SharePoint.
CRM, Univeris, Plan Plus, iMost, Croesus