Join as a Specialist focused on Insurance Practice Development, enhancing client and advisor interactions. Your expertise will shape strategies and provide essential support for financial advisors in delivering top-tier insurance solutions.In this role, you will assist with the creation and evaluation of insurance practice strategies that meet growth and profitability goals. You will coach advisors on best practices in financial advice and identify necessary training solutions. Collaborating with stakeholders,



your focus will also include ensuring service standards are met and analyzing survey data to refine offerings for clients and advisors alike.Key Responsibilities:Assist in developing and executing insurance practice strategiesMentor advisors in providing quality financial adviceCollaborate with stakeholders to identify training needsEnhance service standards and processes for deliveryManage survey administration to analyze client satisfactionRequirements:Qualified experience in financial services and strategy assessmentKnowledge in life and disability insuranceEffective relationship management in business developmentFamiliarity with compliance and technical review processesInsurance license and CLU designation requiredLeverage your skills to deepen client relationships and elevate advisor performance in the insurance sector.

📌 Specialist For Insurance Practice Development (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 SISIP FINANCIAL
📍 Riviere-des-Prairies—Pointe-aux-Trembles