Join a structured, client-focused environment as an Assistant for a Life Insurance Advisor at Desjardins Financial Securities. This role emphasizes administrative support and effective communication with clients.
In this full-time position, you will aid a prominent insurance advisor by managing administrative duties, client interactions, and marketing campaigns. The role involves a focus on business development strategies to enhance client relations and sales growth. Solid communication abilities and administrative experience in a financial setting are essential.
Key Responsibilities:
• Provide direct support to the Insurance advisor
• Engage in client correspondence and data management
• Contribute to business growth strategies




• Manage online marketing campaigns effectively
• Liaise with various companies to ensure streamlined processes
Requirements:
• HLLQP License and two years of relevant experience
• Proficient in MS Office, including PowerPoint and Excel
• Excellent verbal and interpersonal skills
• Familiarity with social media for business applications
• Focused on detail with a high level of professionalism
Support key financial operations while engaging in diverse tasks that enrich your career.
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📌 Assistant for Life Insurance Advisor (Oakville)
🏢 CanadianNanny.ca
📍 Oakville