Overview Languages English Education College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent experience Experience 2 years to less than 3 years On site Work must be completed at the physical location. There is no option to work remotely. Work setting Insurance company Responsibilities 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 Credentials Certificates, licences, memberships, and courses Registered Insurance Brokers of Ontario (RIBO) licence Experience and specialization Area of specialization Financial planning Additional information 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 Benefits Financial benefits Commission Group insurance advantages Employment groups This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups: Support for newcomers and refugees Supports newcomers and/or refugees with foreign credential recognition

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