Motivated, self starter with a proven track record in the financial services sector.

Strong customer service and interpersonal skills to interact with clients and team members.

Attention to detail imperative.

LANGUAGE

English essential, both written & oral

French would be an asset

LICENCES

Life Licence

Mutual Fund Licence

PRODUCT KNOWLEDGE

Seg Funds, Mutual Funds, GICs, Annuities & Life Insurance.

Working knowledge of RRSP’s, RRIF’s, LIF’s, TFSA’s, RESP’s RDSP’s, (issue ages, min/max limits, death benefit guarantees, taxation).

Income Tax Returns.

TECHNICAL SKILLS

Word

Excel

Adobe

Mail Chimp

Comfortable navigating supplier sites to update Portfolio Summaries, print applications, obtain client information and run illustrations.

Website Development and maintenance would be an asset.

RESPONSIBILITIES include but not limited to:

Update Portfolio Summaries required for client meetings.

Prepare necessary paperwork for client meetings.

Process new applications and input trades & switches.

Mining for new business opportunities.

Monthly & Quarterly Client Portfolio updates.

Client Transaction Overviews (compliance).

New Business Tracking.

Respond to Client Service Requests.

General Office Admin such as FedEx, Mail, File Maintenance, Office Supplies.