Overview Languages English Education
• College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
• or equivalent experience Experience 2 years to less than 3 years On site Work must be completed at the physical location. There is no option to work remotely. Work setting
• Insurance company Responsibilities Tasks
• Calculate premiums
• Establish client insurance coverage
• Provide customer service
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments,
receive and record investment income and disburse trust funds Credentials Certificates, licences, memberships, and courses
• Registered Insurance Brokers of Ontario (RIBO) licence Experience and specialization Area of specialization
• Financial planning Additional information Work conditions and physical capabilities
• Tight deadlines
• Attention to detail
• Fast-paced setting
• Work under pressure
• Large caseload Personal suitability
• Client focus
• Judgement
• Organized
• Reliability
• Team player
• Dependability
• Due diligence Benefits Financial benefits
• Commission
• Group insurance benefits Employment groups This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups: Support for newcomers and refugees
• Supports newcomers and/or refugees with foreign credential recognition