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C.P. Services
Candidates need a bachelor's degree, strong attention to detail and organization, and excellent written and verbal communication. Proficiency in Salesforce, Microsoft Word and Excel is required, and the Canadian Securities Course is an asset.
Salesforce, Microsoft Word, Microsoft Excel, NetRep, Dataphile, NetX360
The 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
The Canada Life Assurance Company
2+ YOEAu moins deux ans d'expérience en soutien à la clientèle dans les services financiers ou l'assurance; Diplôme postsecondaire ou diplôme en affaires, finance ou économie; Excellentes compétences en service à la clientèle
Office 365, Excel, PowerPoint, Word, Outlook, SharePoint
The 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
2 companies