- Provide sales advice to clients on all insurance products, including life insurance, living benefits, travel insurance, and registered products (RESP, RRSP, and TFSA).
- Manage and retain an assigned block of business in relation to individual insurance plans, including ongoing needs assessment, renewals, reporting, client questions/concerns and service deliveries.
- Conduct in-person and remote meetings with new and existing clients.
- Conduct plan member education sessions when required.
- Conduct needs analysis and recommend solutions to achieve financial goals.
- Develop communications required for plan sponsors and their employees in partnership with marketing support teams.
- Participate in industry conferences, seminars, etc., to promote services and keep up to date with industry trends and activities.
- Maintain deep administration knowledge, including in-house and carrier best practices and liaise with implementation stakeholders as needed.
- The incumbent must hold a life insurance license (LLQP) and an Ontario mutual fund license is considered an asset.
- Five years of experience in the individual financial services industry.
- Post-secondary degree or diploma in financial planning or a business-related field.
- Consistency and motivation toward setting and achieving goals.
- Ability to work independently and strong self-discipline to complete necessary activities in a timely manner and manage competing priorities.
- Must have excellent interpersonal and organizational skills. And be able to use discretion and maintain information in the strictest confidence.
- The candidate must be able to communicate effectively, both orally and in writing, with strong presentation skills.
- The ability to communicate in both official languages (French and English), both oral and written, is required.
- Successful completion of financial planning and life insurance designations such as CFP, CLU, and CHS designations.
- Valid driver's license
- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
- Group benefits consulting and plan marketing
- Plan administration and correspondence
- Claims adjudication and payment
-
Bilingual Service Consultant
1 week ago
Cowan Insurance Group Ottawa, CanadaYou are **organized** and your **attention to detail** is outstanding · You thrive on working **independently** and **efficiently** · You love the idea of working in a **dynamic** and **fast-paced **environment · You enjoy working with a team to provide **exceptional client servi ...
-
Member Service Consultant
4 days ago
CAA North & East Ontario Ottawa, Canada**CAA North & East Ontario's success depends on great people. If you are ready for the challenge, find your job here.**: · CAA North & East Ontario offers a wide range of career opportunities in our Head Office / Administration Center (Finance, IT, Marketing etc); our award winni ...
-
Member Service Consultant
5 days ago
CAA North & East Ontario Ottawa, Canada**LOCATION**:Nepean Travel Store, 1331 Clyde Ave. Unit** **105, Ottawa, ON** · **TERM: Full-Time, Permanent** · Our retail travel business is growing, and we are looking to hire a Member Service Consultant at our Nepean Store to assist our Members with all their Membership needs. ...
-
Member Service Consultant
1 day ago
CAA North & East Ontario Ottawa, Canada**LOCATION**:Nepean Travel Store, 1331 Clyde Ave. Unit** **105, Ottawa, ON** · **TERM: Full-Time, Permanent** · Our retail travel business is growing, and we are looking to hire 2 Member Service Consultant at our Nepean Store to assist our Members with all their Membership needs. ...
-
Member Service Consultants
2 days ago
CAA North & East Ontario Ottawa, Canada**LOCATION**:Nepean Travel Store, 1331 Clyde Ave. Unit** **105, Ottawa, ON** · **TERM: Full-Time, Permanent** · Our retail travel business is growing, and we are looking to hire Member Service Consultants to assist our Members with all their Membership needs. · At CAA North & Eas ...
-
Consultant, Dealer Services
1 day ago
iA Groupe financier / iA Financial Group Ottawa, CanadaYou will provide strategic consulting services and sales development strategies to improve the performance of dealer business offices in a given region while promoting insurance products and programs. You will work closely with Dealership Managers, General Managers, General Sales ...
-
Professional Services Consultant
6 days ago
Freebalance Inc Ottawa, Canada**Main Responsibilities**: · - Implementation and deployment of FreeBalance solutions following the company's ISO 9001:2015 certified implementation methodology. · - Manage customer expectations and advocate FreeBalance values and good practices. · - Conduct detailed business req ...
-
Customer Service Consultant
5 days ago
Rogers Communications Ottawa, CanadaOur Connected Home team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our fibre network supports millions of customers with high-speed Internet, TV, and Smart Home Monitoring to keep Canadians connected to the people and things that ...
-
Technical Services Claims Consultant, Accident
11 hours ago
Intact Ottawa, CanadaNos employés sont au cœur de ce que nous faisons de mieux : aider les gens, les entreprises et la société à aller de l'avant dans les bons moments et à être résilients dans les moments difficiles. En vous joignant à notre équipe, vous contribuerez à ces efforts aux côtés de gens ...
-
Individual Financial Services Consultant
1 week ago
People Corporation Ottawa, CanadaWe are seeking a Individual Financial Services Consultant (LLQP) to join our Coughlin team in Ottawa. · Individual Financial Services Consultant (IFS) will offer guidance to customers regarding various insurance offerings such as life, living benefits, travel insurance, and regis ...
-
German Customer Service Consultant
1 day ago
Lufthansa InTouch Ottawa, CanadaLufthansa InTouch is looking for a motivated German Speaking Customer Service Consultants to add to our international team of travel consultants · **Purpose of Role**: · As a part of our team, you can make someone's day every day through positive interactions, and a continuous le ...
-
Cuso International Ottawa, Canada**Background** · Cuso International (Cuso) is a community development organization that works with partners to address the root causes of inequality and improve the economic and social conditions of marginalized groups. We do this with a focus on to **strengthening gender equalit ...
-
ERP Functional Services Consultant
11 hours ago
FreeBalance Ottawa, CanadaFreeBalance Inc. headquartered in Ottawa, Canada, builds and implements the only public financial and human resources management solution exclusively for government. We offer professional services and support to our customers including the federal Government of Canada. We have a ...
-
Associate Consultant, Professional Services
1 week ago
Assent Compliance Ottawa, CanadaCompany Description · Assent is the leading solution for supply chain sustainability tailored for the world's top-tier, sustainability-driven manufacturers. Hidden risks riddle supply chains, many of which weren't built with sustainability in mind. That's where we step in. With i ...
-
Program Consultant, Privacy and Legal Services
11 hours ago
Canadian Institute for Health Information Ottawa, Canada**Category** · - Legal · **City** · - Ottawa, Toronto, Ontario, Canada · - Program Consultant, Privacy and Legal Services · - Who we are · - We are an organization comprised of industry thought leaders who are passionate about health data and want to make a difference in the heal ...
-
Assent Ottawa, CanadaCompany Description · Assent is the supply chain sustainability management solution for the world's most responsible, sustainability-focused complex manufacturers. The #1 business risk for complex manufacturers is hidden. Most supply chains were never built with sustainability in ...
-
Customer Service Consultant 1 1
1 week ago
Rogers Communications Ottawa, CanadaThis is a **Remote **role which means you get to work from home · At Rogers, we put our customers first in everything we do. We're committed to creating best-in-class customer experiences for millions of Canadians from coast-to-coast-to-coast. Our Customer Experience team is ener ...
-
Risk Services Consultant
3 days ago
Hub International Ottawa, CanadaAbout HUB International · About HUB's Risk Services Division · Our consultants are risk management professionals with certification, education, and experience in a variety of industries and disciplines. Located throughout Canada and the USA, our team has the proven knowledge and ...
-
service consultant
3 days ago
Driftwood Auto & Marine Centre Capital, CanadaEducation: Secondary (high) school graduation certificate · Experience: 2 years to less than 3 years · Work setting · Automobile repair services · Supervision · Automotive mechanical installers and servicers · Screening questions · Are you currently legally able to work in Canada ...
-
service consultant
5 days ago
Driftwood Auto & Marine Centre Capital, CanadaEducation: · Expérience: · Education · Secondary (high) school graduation certificate · Work setting · Automobile repair services · Supervision · Automotive mechanical installers and servicers · Screening questions · Are you currently legally able to work in Canada? · Are you w ...
Individual Financial Services Consultant - Ottawa, Canada - People Corporation
Description
Job Description
We are seeking a Individual Financial Services Consultant (LLQP) to join our Coughlin team in Ottawa.
Individual Financial Services Consultant (IFS) will offer guidance to customers regarding various insurance offerings such as life, living benefits, travel insurance, and registered products like RESP, RRSP, and TFSA. Maintain and nurture a designated portfolio of individual insurance plans, overseeing tasks such as continuous evaluation of client needs, handling renewals, addressing inquiries or issues, and ensuring efficient service provision.
The Individual Financial Services Consultant (LLQP) will:
To be successful as a Individual Financial Services Consultant (LLQP) with Coughlin & Associates, you will need:
All-star candidates will have:
What's in it for you:
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
About Coughlin & Associates Ltd.:
Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include:
Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada's most respected companies, unions and public service organizations
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
Individual Financial Services Consultant professionals in Ottawa
-
Shiva Krishna
salesforce Developer/Admin
-
Kristen Riggins-Cook
Customer service, sales, retail management, admin
-
Anne Stacey
Association Management
-
Bassam Fouad
Change Management
-
Richard Walker
Corporate Ethicist
-
Nick Oakes
Accountant/Finance Analyst