At DFSIN – Toronto West, we strive for a supportive, diverse, and collaborative culture that provides the opportunity for flexibility and growth. You will work in a fast paced and ever-changing environment providing assistance and expertise to some our industries top financial advisors.

In this role you will work with top new technologies while learning the nuances, regulations and expertise of the financial industry.

Job Title
Junior Life Insurance Advisor

*ONLY APPLICANTS WITH HLLQP LICENCE WILL BE CONSIDERED*

Job Description
What is the opportunity?
As an Administrative Assistant, you will provide administrative support one of the top Insurance advisors in the country within Desjardins Financial Securities Independent Network and Ferrari Insurance.

Responsibilities:

Provide administrative support to Insurance advisor

Correspond with clients as required

Data entry and client transaction processing

Business development – assist in strategies on increase potential sales and client growth programs

Marketing – Manage online/ social media/ marketing campaigns to build new sales and client relations

Special project work or administrative tasks as required

Liaison with branch office, investment companies, insurance companies to ensure smooth client experience in regards to processing of sales and transactions

Provide general administrative and clerical support





Requirements

HLLQP License with two years experience required

Excellent communication skills (verbal and written)

Outgoing and approachable interpersonal skills to converse with a variety of diverse clientele and support resources

Experience of financial industry

Qualified experience in MS office including Outlook, word, excel, PowerPoint, etc

Experience in social media for business purposes - Facebook, LinkedIn

Maintain advisor and client confidentiality

Independently driven but able to take direction

Extremely detail orientated and experience working in a highly regulated industry

High level of professionalism and discretion

CRM (Customer Relationship Management) software is an asset;

What we provide

Work with a high performance, growth orientated, collaborative advisor

Challenging and ever-changing work to keep you engaged

Variety of task from transaction processing, compliance, business development, marketing, communication, etc

Potential to engage in increasing responsibilities

Work hours/week:
35

Employment Type:
Full time

Compensation:
Hourly

NOTE: this role is not directly for Desjardins Financial Security Independent Network, but for an Independent Advisor within the Desjardins Financial centre

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