- 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, advantages 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 benefits
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