Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years Experience: 2 years to less than 3 years or equivalent experience Work setting Insurance company Tasks Calculate premiums Establish client insurance coverage Provide customer service Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning Identify clients'' financial goals and objectives Analyze clients'' financial records Develop financial plans for clients Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds Certificates, licences, memberships,



and courses Registered Insurance Brokers of Ontario (RIBO) licence Area of specialization Financial planning Work conditions and physical capabilities Tight deadlines Attention to detail Fast-paced environment Work under pressure Large caseload Personal suitability Client focus Judgement Organized Reliability Team player Dependability Due diligence Screening questions Are you authorized to work in Canada? Employment terms options Early morning Employment terms options Morning Day Financial advantages Commission Group insurance benefits Support for newcomers and refugees Supports newcomers and/or refugees with foreign credential recognition Work Term: Permanent Work Language: English Hours: 35 hours per week

📌 insurance broker (Vaughan)
🏢 St Andrews Insurance Brokers
📍 Vaughan