Join a dynamic professional services firm as a Senior Associate focused on financial planning strategies. Work fully remote while earning a competitive salary of CA$135,000.00–CA$165,000.00 yearly. We seek enthusiastic, self-driven individuals to support existing and prospective clients. As a Senior Associate, your role involves devising, building, and presenting tailored financial planning strategies. Collaborate closely with management teams to stay updated on new products and enhance service offerings. Key Responsibilities:

- Distribute benefit enrollment materials and determine eligibility
- Handle incoming customer calls efficiently
- Respond to client requests for coverage promptly
- Create and explain personalized policies through our Needs Analysis system
- Collaborate with management on product knowledge and updates

Requirements:

- Solid communication and customer service skills
- Experience in financial planning is an asset
- Self-motivated and organized approach
- Ability to work effectively in a remote setting
- Willingness to learn and adapt to new services

This role offers a unique chance to blend financial expertise with outstanding client service in a fully remote environment. #J-18808-Ljbffr

📌 Senior Associate in Financial Planning (Ottawa)
🏢 Uber Eats
📍 Ottawa