-
Client Services Representative
Found in: Talent CA C2 - 3 days ago
Spade Recruiting Ottawa, Canada Full timeWe are currently looking for service-minded individuals with good communication skills to fill several sales and customer service representative positions in your area. Daily activities include inbound and outbound calling, setting appointments, performing presentations to member ...
-
Court and Client Representative
Found in: beBee S2 CA - 2 weeks ago
Ontario Ministry of the Attorney General Ottawa, Canada TEMPORARYEffective January 1st, 2024 the salary range for this position is $29.53 to $34.75 per hour in compliance with OPSEU Unified Bargaining Unit collective agreement provisions. The new rates, effective retroactive to January 1, 2024, were recently confirmed and dates for implementat ...
-
Client services representative Night shift _ Environment Testing
Found in: Talent CA C2 - 4 days ago
Eurofins Ottawa, Canada Full timeJob Description · Under the supervision of the Client Services Team Leader this position is responsible for entering client and sample information into LIMS, preparing supplies and bottles requests for clients, and ensuring that projects are processed quickly and delivered on ti ...
-
Client Representative Assistant
Found in: Jooble CA C2 - 2 days ago
McDougall Insurance and Financial Winchester, ON, Canada Full timeOur growing team is looking for a Account Manager to join our Commercial Lines team in Winchester, Ontario_ · _McDougall Insurance is the largest insurance brokerage in Eastern Ontario, representing over 50 insurance companies giving us the ability to provide the best selection a ...
-
Associate Lawyer
Found in: Appcast CA C2 A - 3 days ago
Shulman & Partners LLP Ottawa, CanadaAbout us: · Shulman & Partners LLP is a forward-thinking law firm with locations in the GTA and Ottawa. Our team of family lawyers is dedicated to helping clients achieve their goals through a proactive and results-oriented approach. We prioritize professional integrity and commi ...
-
Outside Sales Representative
Found in: Appcast CA C2 A - 2 days ago
Liftow Limited Ottawa, CanadaAbout Liftow · Liftow is the largest Toyota Forklift dealership in North America, established in 1960. With Toyota being ranked #1 forklift in the world and our values, our mission at Liftow is to provide our clients with the most exceptional material handling equipment, products ...
-
Employment Lawyer
Found in: Appcast CA C2 A - 3 days ago
TAG HR Ottawa, CanadaReady to advocate for workplace rights and thrive in a dynamic legal setting? This is your chance Our private sector client, a recognized law firm in Ottawa, is seeking an Employment Lawyer to join their team on a permanent, on-site basis. Connect with us today to discuss this op ...
-
Site Superintendent
Found in: Indeed CA C2 - 2 days ago
Fuze HR Solutions Inc Ottawa, Canada PermanentTitle: Site Superintendent · Position: Contract, Renewable · Shift: Monday to Friday (Day Shift) · Location: Morrisburg, Ontario · We are seeking a highly skilled and experienced Site Superintendent to oversee industrial construction projects for our client located in Ontario. Th ...
-
Business Development Specialist
Found in: Appcast CA C2 A - 1 day ago
TAG HR Ottawa, CanadaOur private sector client, an innovative company that provides digital marketing solutions, is looking for a Business Development Executive to join their growing remote team. If you have 5+ years of experience in sales or business development roles, we want to meet you Connect wi ...
-
Litigation Lawyer
Found in: Appcast CA C2 A - 3 days ago
TAG HR Ottawa, CanadaAre you a Lawyer who loves being a team player and is looking for a change in scenery? Our client, a law firm located in Ottawa, is seeking a Litigation Lawyer to join their team. You will need at least one year of litigation experience. Interested? Keep on reading to learn more ...
-
Corporate Tax Lawyer
Found in: Appcast CA C2 A - 3 days ago
TAG HR Ottawa, CanadaAre you a Lawyer knowledgeable of Canadian Tax legislation? We need your expertise Our private sector client, a law firm based in Ottawa, Ontario, is looking for a Corporate Tax Lawyer with over 5 years of experience to join their team on a permanent, on-site basis. Keep on readi ...
-
Family Law Lawyer
Found in: Appcast CA C2 A - 3 days ago
TAG HR Ottawa, CanadaAre you a Family Lawyer looking for new opportunities and connections through working with other seasoned Lawyers in a downtown Ottawa law firm? · Our client, a law firm offering a wide range of services, is seeking a Family Law lawyer with 5+ years of experience to join its team ...
-
Outside Sales Representative
Found in: Indeed CA C2 - 4 days ago
Convoy Supply Ottawa, Canada Part timeOutside Sales Representative · Position Summary · We are looking for a motivated, and professional Outside Sales Representative who enjoys the challenge of building our reputation and business development. This position will be reporting to our Ottawa branch located at 810 Belfas ...
-
Directeur de succursale
Found in: Appcast CA C2 A - 2 days ago
EPM Mecanic Greater Ottawa Metropolitan Area, CanadaDIRECTEUR DE SUCCURSALE - BRANCH MANAGER · EPM Ottawa, entreprise de service technique œuvrant dans le domaine de la climatisation, réfrigération, ventilation et chauffage est présentement à la recherche d'un(e) Directeur(trice) de succursale pour notre bureau d'Ottawa afin de ré ...
-
Senior Application Architect, Identity and Access Management
Found in: Appcast CA C2 A - 2 days ago
TV2 Consulting Ottawa, CanadaYou will join a dynamic, highly collaborative Platform Engineering team to accelerate our transformation into a cloud-native application. Our team believes in owning and supporting our entire technology stack and practices the mantra: 'Code it, Ship it, Run it.' We pride ourselve ...
-
Store Manager
Found in: Appcast CA C2 A - 3 days ago
Maison Birks Ottawa, CanadaEstablished since 1879, Birks is a luxury jewellery store whose reputation is built on quality, exclusivity, unique design and excellence in service. We pride ourselves in offering meaningful experiences and in building intimate relationships with each and every one of our client ...
-
Associate Underwriter, Commercial P&C
Found in: Appcast CA C2 A - 3 days ago
Burns & Wilcox Canada Ottawa, CanadaAssociate Underwriter, Commercial Property & Casualty · The Opportunity · We are seeking a dedicated and focused Associate Underwriter to work closely with our underwriting experts to deliver high quality service to our clients. This role supports our Ottawa Commercial P&C team. ...
-
Intermediate Project Manager
Found in: Appcast CA C2 A - 1 day ago
Robertson & Company Ltd. Ottawa, ON, CanadaIntermediate Project Manager · Location: 45 Boulevard Sacré-Cœur, Gatineau, QC (On-site) · Job Type: Contract (1-year term) · Language: English · Clearance: Must hold Secret Clearance · Introduction: Our Federal Government client requires a dedicated Intermediate Project ...
-
Human Resources Coordinator
Found in: Appcast CA C2 A - 3 days ago
TAG HR Ottawa, CanadaAre you a Human Resources professional based in Ottawa who loves to support people, be collaborative, and thrive in a dynamic environment? We have your next opportunity Our private sector client, a community animal protection organization, is seeking a Human Resources Coordinator ...
-
Account Manager
Found in: Appcast CA C2 A - 2 days ago
LeverageTek IT Solutions Ottawa, CanadaSummary · Reporting to the Vice President, Sales, this role provides the opportunity to represent LeverageTek IT Solutions to existing, highly valued customers who have come to love and appreciate what we bring to the table. Approximately 75% of this B2B outside sales role will b ...
Financial Client Representative - Ottawa, Canada - Financial Horizons Group
Description
Français en dessous
The Financial Client Representative provides service to clients requiring assistance related to their investment and insurance products. They will be responsible for assessing, responding, and resolving client inquiries, providing product information, and completing client transactions while delivering a professional client experience. The successful candidate will be well-organized, self-motivated, service and sales-oriented, a contributing team player, and passionate about delivering high level customer service to our clients.
Curious? Keep reading
Please Note:
This role is supported by a remote work arrangement anywhere across Canada
A successful applicant must have a valid mutual fund registration and/or life insurance license (LLQP) in any one Canadian province
This role requires someone who is bilingual in French and English
What will you be doing in this role?
Maintain accurate and detailed records of client interactions in CRM system
Adhere to and maintain compliance requirements of the business
Develop, retain and grow the business by developing and establishing a relationship with clients
Provide a high level of client service by ensuring accuracy and timeliness of responses
Investigate, resolve and respond to client queries by conducting further research, and dealing directly with clients and partners where required
Educate clients about products, solutions, and services provided
Provide advice and account/policy maintenance services using business planning processes
Contribute to team and department goals
Maintain workflow in an orderly fashion to permit backup to readily follow up during absences
What qualifications are required?
Valid mutual fund registration and/or life insurance license (LLQP) is required in any one Canadian province
College Diploma, University degree, or equivalent experience
Licensed administrative assistant experience will be considered
Bilingual - fluency in French and English
What competencies are required?
Customer service focused
Attention to detail/accuracy
Communication skills - verbal and written
Ability to prioritize and balance multiple tasks and navigate multiple systems
Proactive and resourceful
Adaptable to growing business and changes in processes
What should your experience look like?
3-5 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
3-5 years' experience in a customer service related field will be considered for the right candidate
Strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate
Strong ability to utilize professionalism and deliver high level customer service
High level of attention to detail, thoroughness and accuracy
Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
CRM experience is an asset
Benefits & Perks
Our service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment
These are some of the benefits we provide:
Excellent Group Benefits plan
Group Retirement Plan with employer matching
Flexible and supportive Personal Days for employee or family illness, emergency etc
Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
Wellness Credit program
Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are we?
Continuum Financial Centres offers a full range of financial services to help our clients meet their goals. Our team of experts are ready to assist clients solve even the most complex financial questions. We have a wide suite of financial solutions offered by our many insurance and investment carrier partners - to suit every lifestyle. We are headquartered in Kitchener, Ontario, and have a presence right across the country. Continuum is part of the Financial Horizons group of companies, a leading, national, Canadian-owned and operated Managing General Agency (MGA). If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application :)
-
La représentante ou le représentant de la clientèle financière offre des services aux clientes et clients en lien avec leurs produits de placement et d'assurance. En plus d'examiner les demandes de la clientèle, la ou le titulaire devra y répondre, fournir des renseignements sur les produits ainsi qu'effectuer des opérations tout en offrant une expérience professionnelle. Bien organisée et motivée, la personne retenue accordera de l'importance aux services et aux ventes, sera dotée d'un bon esprit d'équipe et sera passionnée par la prestation d'un excellent service à la clientèle.
Ça vous intéresse? Poursuivez la lecture
À noter :
Ce poste est en télétravail partout au Canada
Ce poste requiert une inscription valide en fonds commun de placement et/ou un permis d'agent en assurance vie (PQAP) dans l'une des provinces canadiennes
Ce poste requiert le bilinguisme en français et en anglais
Que ferez-vous au sein de votre poste?
Consigner de façon précise et détaillée les interactions avec la clientèle dans le système de gestion des relations client(e)s
Toujours respecter les exigences de conformité de l'entreprise
Consolider et faire croitre les affaires en tissant de nouveaux liens ainsi qu'en approfondissant les relations existantes avec la clientèle
Offrir un excellent service à la clientèle en veillant à l'exactitude et à la rapidité des réponses
Examiner les questions de la clientèle et y répondre en effectuant des recherches approfondies et en traitant directement avec les clientes, les clients et les partenaires, au besoin
Informer la clientèle sur les produits, les solutions et les services fournis
Offrir des conseils et des services de gestion de comptes et de polices en appliquant les processus de planification des affaires
Contribuer à l'atteinte des objectifs de l'équipe et du service
Respecter l'ordre prévu des étapes du flux de travail afin de permettre aux remplaçantes ou aux remplaçants de faire facilement un suivi en cas d'absence
Qualifications requises
Inscription valide en fonds commun de placement et/ou permis d'agent en assurance vie (PQAP) dans l'une des provinces canadiennes
Diplôme d'études collégiales, diplôme universitaire ou expérience équivalente
Expérience en tant qu'adjointe administrative agréée ou adjoint administratif agréé
Bilinguisme - maitrise du français et de l'anglais
Compétences requises
Souci du service à la clientèle
Souci du détail et grande rigueur
Aptitudes pour la communication orale et écrite
Capacité à établir les priorités, à gérer de multiples tâches et à utiliser plusieurs systèmes
Proactivité et débrouillardise
Capacité d'adaptation (croissance de l'entreprise et évolution des processus)
Expériences requises
3 à 5 ans d'expérience dans les secteurs des services financiers, des services bancaires canadiens, de l'assurance et/ou des services-conseils en finance, plus particulièrement en lien avec les produits et les services liés aux fonds de placement
3 à 5 ans d'expérience dans un domaine lié au service à la clientèle
Solide connaissance des produits et des services d'épargne, de placement et d'assurance ainsi que des concepts de planification financière et compréhension du cadre règlementaire
Forte capacité à faire preuve de professionnalisme et à offrir un excellent service à la clientèle
Grand souci du détail, minutie et rigueur
Connaissance avérée de la suite Microsoft, notamment Word, Excel, PowerPoint et Outlook
Expérience en matière de gestion des relations client(e)s, un atout
Avantages sociaux
L'approche axée sur le service des centres financiers Continuum est possible grâce à notre environnement de travail collaboratif et solidaire
Quelques-uns des avantages que nous offrons :
un excellent régime d'assurance collective
un régime collectif de retraite avec contrepartie de l'employeur
des journées de congé personnel flexibles pour les maladies, les urgences, etc., de l'employée, de l'employé ou de sa famille
des récompenses et des marques de reconnaissance qui soulignent les rendements significatifs (entre collègues) et les étapes importantes de la vie, tant personnelle que professionnelle
programme de crédit mieux-être
des programmes personnels et professionnels qui vous permettent d'évoluer, d'apprendre et de vous perfectionner, notamment des programmes d'apprentissage en ligne à la demande, le remboursement des frais de scolarité et le développement du leadeurship
Qui sommes-nous?
Les centres financiers Continuum offrent une gamme complète de services financiers permettant à sa clientèle d'atteindre ses objectifs. Notre équipe d'expertes et d'experts est prête à aider les clientes et clients à résoudre les questions financières les plus complexes. Nous disposons d'une vaste gamme de solutions financières offertes par nos nombreuses compagnies d'assurance et d'investissement partenaires, et ce, pour répondre à tous les styles de vie. Notre siège social se trouve à Kitchener, en Ontario, et nous avons plusieurs bureaux à travers le Canada. Continuum fait partie du groupe d'entreprises de la Financière Horizons . click apply for full job details