As the Advisory Practice Specialist, Insurance, you will assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives. You will also provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in insurance solutions.The Advisory Practice Specialist, Insurance will collaborate with stakeholders to develop training strategies and solutions and identify training needs. Additionally, you will provide support in the enhancement of processes and services standards, manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in new services.ExperienceIn developing, implementing and evaluating financial services business plans and strategiesIn developing an integrated financial services client experienceIn the provision of life and disability insurance servicesIn analyzing client behaviours and consumer trendsIn analyzing books of business and markets to determine trends and opportunitiesIn researching and applying compliance requirementsIn relationship management and business developmentIn selling insurance products and servicesIn providing advice and guidance, mentoring and coachingIn planning,



coordinating, managing and controlling the delivery of financial products and servicesIn conducting compliance, technical, and procedural reviewsIn using customer relationship management (CRM) systemsIn developing, evaluating and interpreting policies and proceduresResponsibilitiesAssist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives.Provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in insurance solutions.Collaborate with stakeholders to develop training strategies and solutions and identify training needs.Provide support in the enhancement of processes and services standards.Manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in recent services.Assist with the evaluation and implementation of service delivery standards, approach and strategies to achieve desired member experience.Education RequiredCLUCollege Secondary School DiplomaExp. equivalent to University/CollegeInsurance LicenseLLQPPost Secondary Education#J-18808-Ljbffr

📌 Advisory Practice Specialist (Varennes)
🏢 Canadian Forces Morale and Welfare Services
📍 Varennes