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Overview of salaries statistics of the profession "Associate Insurance Advisor in Canada"

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Auto Insurance Advisor

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Licensed Health Insurance Advisor

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Associate Financial Planner
Coast Capital Savings, Victoria, BC
Location: Shelbourne Branch Job Type: Full Time myWork Options: In-person Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain business, while supporting the fulfillment of the partnering Financial Planners day to day activities. This role focuses on maximizing business opportunities by delivering a positive and unexpected member experience through strong relationships. The Associate Financial Planner may also work outside regular business hours to network in the community to build business opportunities. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. This role will provide hands-on training and opportunity to build your depth in financial planning while working in a professional, dynamic work environment managing lower tier members off the FP book. PFP and CFP are a requirement. What you'll get to do Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP. In partnership with FP, effectively execute marketing and business development activities Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc. Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP Service the financial needs of members during times when the FP is not available including executing trades as outlined by FP and/or existing planning documentation In collaboration with the FP and Branch leadership may work on special projects, as required inlcuding providing support and sponsor local and organizational initiatives, assisting with technology service / maintenance of systems. Understand and support Coast's vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives. Is knowledgeable on and in partnership with the FP ensures adherence to all operational, risk and compliance processes as required. Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes. As directed by the FP, process transactions to direct assets into suitable financial products based on the client's risk/reward tolerances and demographic profile and documented planning/next steps Proactively identify business opportunities for member appointments and in partnership with FP refer to internal partners based on member need Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times. Resolve customer issues, concerns and/or problems promptly as required. Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible for effectively administering and supporting a portfolio generating $500k or more in revenue and holding $60 million or more in investment assets. Accountable for mutual fund sales for smaller balance accounts as required. Demonstrate capability to effectively complete a Personal Guide and Investment Guide. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail). Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members. Builds relationship to ensure contribution to the team as well as able to work independently if required. Who are we looking for Minimum 4 - 6 Years of Job-Related Experience Incumbent must have direct experience in an investments capacity working with portfolios and regulatory requirements for a minimum of 3 years. Required to hold an IFIC and/or QAFP License; PFP and/or CFP required for all aspiring into Financial Planner role. Those aspiring to be Financial Planners must have had exposure to credit and attended the CCS credit cohort as well. Proficient in using E-mail, Word, Excel (& PowerPoint), and possess the aptitude for learning new technology, systems. Secondary language (i.e. Cantonese/Mandarin/Farsi/Punjabi or Korean etc...) would be considered an asset but is not essential. Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software. Must have a solid understanding of investment portfolios, regulatory suitability, and current knowledge of daily market activities. While not the lead advisor should demonstrate good judgment when assisting members in the absence of the Financial Planner. Business Acumen: understands how business works, including current and future strategies, practices, trends, economics, and technology; understands the competitive environment and how strategies and tactics work in the marketplace Collaboration: demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others Communication: demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills. Decision Making: makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions Developing Self: Is self-aware and has an accurate understanding of strengths and weaknesses; committed to and actively works on continuous self-improvement; establishes focused "SMART" development goals and activities leveraging input from manager Drive for Results: Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others Initiative: Works effectively with limited supervision and within established authorities; is proactive in identifying and pursuing tasks with energy, drive, and a need to "finish"; knows when and what to refer for guidance and/or approval Member/Client Focus: dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Associate Wealth Advisor & Financial Planner
RBC, Vancouver, BC
Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and fast growing private client wealth management business. As an Associate Wealth Advisor & Financial Planner your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients. As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 3-5 years of experience dealing with HNW Clients as a Financial Planner and this is an on-site and in-the-office role.What will you do?Provide bespoke financial planning advice and wealth management strategiesUse proprietary software to prepare financial plansWork with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategiesDevelop the service plan for ongoing financial planning and wealth management advicePromote and support a work environment that inspires innovation, creativity and collaborationWhat must you have to succeed?First class client service skillsAt least 3-5 years of relevant investment industry & financial planning experience with HNW ClientsExceptional verbal and written English skills especially over the telephoneRecognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)Commitment to obtain CFP or PFP designation (if not already held)Bachelors Degree from a recognized universityIIROC licensed as a Registered Representative (RR) (or willingness to obtain)Attention to detail and strong organizational skillsAdvanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)Resident of the BC Lower Mainland and legally able to work in CanadaWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-16Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Senior Associate Wealth Advisor & Financial Planner
RBC, Vancouver, BC
Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canadas leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and growing private client wealth management business. As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 7 years of experience with HNW Clients and this is an on-site in the office role.What will you do?Provide Wealth Management and Financial Planning advice to our HNW ClientsUse proprietary software to prepare Financial Plans for our HNW ClientsWork with other planning experts within RBC (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)Develop the service plan for Wealth Management advice to our HNW ClientsPromote and support a work environment that inspires innovation, creativity and collaborationWhat must you have to succeed?First class client service skillsAt least 7 years of relevant investment industry experience with HNW ClientsExceptional verbal and written English skills especially over the telephoneRecognized Professional Designation (such as CPA, CA, CFP, TEP, FEA, CFA, etc.)Commitment to obtain CFP designation (if not already held)IIROC licensed as a Registered Representative (RR) (or willingness to obtain)Attention to detail and strong organizational skillsAdvanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)Resident of the BC Lower Mainland and legally able to work in CanadaWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-16Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Senior Human Resources Advisor
Standards Council Of Canada, Ottawa, Ontario
Who We AreSCC is a small but impactful Crown corporation that reports to Parliament through Innovation, Science and Economic Development Canada. Using our expertise and vast network, SCC helps organizations by opening a gateway to possibilities, both at home and abroad. We bring people together, foster collaboration and expand their horizons in trade, sustainability, and global connectivity. We represent and advance Canada's interests on the international stage in ways no other organization can.As Canada's national standardization body, SCC offers more than a few pieces of the standards development and conformity assessment puzzle. We provide comprehensive strategies that allow Canadian businesses and innovators to contribute to shaping established and emerging markets. We help knock down trade barriers and create opportunities for businesses to innovate and expand into new markets by laying the foundation for their success.SCC's work also helps drive Canada's health, well-being and economic prosperity. Whether it's the food we eat, the products and technologies we use, or how we get to work, every aspect of our lives is touched by standards. Standards and conformity assessment not only provide confidence in the quality and safety of products and services, they also play an integral role in improving the overall health and safety of Canadians, and of their environment. At SCC, everything we do is aimed at improving Canadians' quality of life and economic prosperity.Our CultureA 2020 - 2022 winner of Waterstone's Canada's Most Admired Corporate Cultures award, we foster a culture founded on our values of respect, professionalism, and integrity. Over the last year, our culture has expanded and evolved in light of the COVID-19 pandemic. Working from home has had its challenges, but it has also brought us closer and has highlighted the culture that was already in place: one of compassion, agility, and flexibility.At SCC, we believe that an empowered and engaged workforce is essential to deliver on our vision and mission. A people-centric culture means that we are all working together to achieve a common goal.Our diversity is our strength. We believe that leveraging our unique backgrounds helps to create a stronger, more cohesive team. Proudly, we can report that 30% of our team identifies as belonging to a visible minority, 60% of our team is female, and 62% of our leadership team is female. Not only do we serve the public in both Official Languages, but we are able to go above and beyond: with a staff complement of 140, we speak over 20 languages at SCC.SCC has implemented a hybrid working model. Our model balances remote work with coming together in person when it is purposeful. This position can work remotely most of the time, while requiring in-person work regularly. SCC's office is located at 55 Metcalfe Street in downtown Ottawa. A Day in the Life of an HR AdvisorReporting to the Manager, Talent Management & Human Resources Operations, the Senior Human Resources Advisor is responsible for administering processes related to job evaluation; compensation; leave management; official languages; and employee relations to ensure the efficient and effective operation and delivery of HR services to the Standards Council of Canada (SCC). The HR Advisor provides advice to the SCC community as it relates to HR policies and procedures and supports leaders throughout the ongoing process of job evaluation. The role provides input and expertise into the development and continuous improvement of all HR programs and services, including compensation and performance management; leave management; payroll and benefit programs; and employee relations for all Standards Council of Canada (SCC) employees. The Senior Advisor develops and recommends changes and enhancements to HR programs, procedures, guidelines, and metrics to support the alignment of SCC strategies and business objectives. Your BackgroundPost-secondary diploma or degree in the area of Human Resources, Business Administration, Psychology or related area.A minimum of eight (8) years of work-related experience in various functional areas of Human Resources.Knowledge of the policies and systems relating to leave, compensation, payroll, training and staffing, and benefit plan provider organizations as it relates to insurance and benefits. Knowledge of relevant sections of human resources and financial legislation (such as the Public Service Superannuation Act, the Canada Labour Code, the Financial Administration Act, Employment Insurance Act, Income Tax Act, Employment Standards Act, Human Rights).Knowledge of the principles of human resource management and payroll services. Knowledge of organizational methods, analytical methods, techniques, and practices. Knowledge of the methods, techniques and practices involved in collecting and compiling data. Solid customer service, presentation, interpersonal, and written and spoken communication skills. A high degree of initiative and ability to multi-task and make independent decisions with minimal supervision.Ability to exchange information with management and staff throughout the division, to explain policies and procedures, to identify and investigate discrepancies and key issues, and to provide effective advice to management.Ability to respond client organizations, to provide information, and to address human resource issues. Ability to draft correspondence regarding a variety of issues and to prepare reports regarding human resources information. Language Requirement: Proficiency in Canada's official languages (English / French) is mandatory.You May Also HaveCertified Human Resources Professional / Leader (CHRP / CHRL) designation.Key Activities1. Provides expertise and input into the development and continuous improvement of all HR programs and services for SCC: Acts as a subject matter expert, providing senior-level consultation coaching and guidance on all HR initiatives, employment legislation and escalated, complex issues. Provides expert research, analysis, advice, and guidance in developing, monitoring and ensuring continuous improvement of SCC HR management strategies, policies, processes, systems and services. Conducts research and monitors external environment, identifying best practices to support the continuous improvement of SCC's HR programs and services. Develops, implements, and manages HR policies, processes and procedures to ensure efficiency and effectiveness of programs and services. Contributes to the development, implementation, and evolution of the SCC People Strategy, providing advice and recommendations and working to embed a strategic and integrated approach to HR management across the organization. Supports the development and implementation of HR strategies and initiatives across SCC. 2. Administers the processes related to job evaluation; compensation; leave management; official languages; and employee relations for SCC: Implements best practices, ensures smooth workflow, and provides exceptional customer service. Supports the administration of HR contracts, expenditures and reporting related to payroll and finance activities. Monitors HR policies and procedures for legislative compliance, identifying issues of non-compliance or changes to legislation and makes recommendations to the supervisor. Supports the provision of analysis, interpretation and advice on human resource policies, legislation, forecasting, and utilization.Works with the supervisor to support the development and implementation phases of all new human resource initiatives.Works with leaders on job description drafting and associated job evaluation action for all SCC positions.Provides advice and guidance in identifying information requirements for management related to human resources administration including leave management, performance appraisals and other information related to employee development and the management of performance.Administers the SCC job evaluation program, supporting leaders in the ongoing process of new job evaluations and existing re-evaluations, communicating results and administering system changes. Provides HR advisory services and acts as a resource to the management and staff of SCC as it relates to job evaluation; compensation; leave management; official languages; and employee relations. 3. Leads HR initiatives and continuous improvement activities. A Final NoteNote 1: Priority will be given to Canadian citizens and permanent residents.Note 2: SCC is responsible for the Personnel Security Clearance process. Typically to be eligible for a "Reliability" clearance, you must have five years of verifiable background information and to be eligible for a "Secret" clearance, you must have 10 years of verifiable background information. The process usually involves reference inquiries, verification of qualifications, criminal records checks, and credit checks (as required) and may require fingerprints. For more information about obtaining a security clearance, please review the Standard on Security Screening.Please attach a detailed cover letter to your resume. In addition to learning about your education, training and experience, we want to hear your story! We'd love to hear about how your accomplishments, and the skills you applied to achieve them, relate to the role and why you think this opportunity is a good fit for you. We are committed to creating and fostering a diverse, equitable and inclusive work environment that reflects the people's lives that we impact and the Canadian community that we work within. We strive to create an environment where everyone is comfortable being their authentic selves. We welcome Indigenous peoples and persons from all races, ethnicities, gender identities and expressions, sexual orientations, and physical or mental abilities to be part of our team.We strive to ensure a barrier-free selection process. If you are contacted regarding a job opportunity, testing or interview, please advise the HR representative of the accommodation measures that you require to enable you to be assessed in a fair and equitable manner.Please complete all fields in this online application and submit it before the closing date of March 29, 2024.Upon our review of all applications, those who appear to be the best fit with the mandate of this role and with SCC's mission and vision will be contacted. You will receive confirmation that your application has reached us. Thank you for your interest in SCC and for taking the time to review this ad. We look forward to hearing from you!
Associate Wealth Advisor and Financial Planner
RBC, Vancouver, BC
Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an integral member of a successful and growing private-client discretionary wealth management team, your role as a Associate Wealth Advisor and Financial Planner is to deliver high value customized advice and wealth management strategies to High Net-Worth (HNW) clients. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.Harp Dhillon GroupBusiness Delivery & Operational ManagementWork with our team and other experts in our Financial Planning and Estate Planning group to prepare comprehensive plans to meet clients specific needs in the areas of financial, investment, retirement and risk management.Work with clients and provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Deliver presentations to clients, COIs, prospects, and educate business owners about wealth management options/strategies, or recent developments (budget changes, taxes, etc.)Promote and support a work environment that inspires innovation, creativity, collaboration and diversityMaximize outcomes by actively contributing to the clients peace of mind and the teams business development pursuitsDevelop strong internal and external networks and referral sources.Client & Relationship ManagementDevelop strong internal and external networks and referral sources (ie, Bank professionals, Accountants, Lawyers, etc.)Ability to foster and strengthen existing high/ultra-high net worth client relationships is criticalHelp clients and their professional accountants for year-end tax filing prep.Ensuring that each and every client is benefiting from tax minimizing options available to them (Inc. RRSPs, TFSA, IPPs, RCAs Spousal loans, Trusts and insurance strategiesMaintaining up to date records of clients net-worth and cash flow statementsReviewing Tax returns (T1, T3 etc.) to look for tax planning opportunities and working with their professional accountants and lawyers for implementation of the suitable optionsWorking with clients to achieve their charitable and legacy planning goalsAbility to make a difference and lasting impactMust-haveCPA designationA minimum of 5+ years of relevant industry experienceExperience interacting with High-Net-Worth clients.Nice-to-haveIn-depth tax courseA background in one of the following areas would be considered an asset:Tax manager with a reputable accounting firmSimilar role with another investment dealerFinancial PlannerCFP DesignationOther Finance DesignationsLife Insurance DesignationsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:745 THURLOW ST:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-27Application Deadline:2024-05-25Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Insurance Advisor - TDI GI
TD, Markham, ON
Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Insurance Advisor - TDI GI
TD, Saint John, NB
Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Advisor / Sales Person, Plumbing
RONA, Saint-Bruno-de-Montarville, QC
Advisor / Sales Person, Plumbing Language English Français (CA) Apply Now Please note that: Our Workplace Policy establishes that associates need to have a reliable transportation to the store. This store is in Saint-Bruno-de-Montarville (Quebec) We require all our store associates in Quebec to speak French fluently. By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement within the company An employer that’s involved in the community Teamwork and ongoing training A comprehensive training program for all new hires A student incentive program And much more! At RONA, over 22,000 employees let their passion blossom every day. Our teams from the RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners across Canada are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve.You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So if you’re looking to do what you love, we could be a perfect match.Your role Greet customers warmly and ensure a good customer experience; Assess customer needs an provide expert advice on plumbing department products; Present and demonstrate the product highlighting its positive features and suggest complementary products; Support the marketing of products in its department such as: display of merchandise, visual presentation and labelling Keep up to date with new products and their functions; Ensure and participate in the maintenance of his department; Be aware of current promotions and flyers; Develop a basic knowledge of all the departments in the store; If required, operate a forklift, in accordance with the procedures and policies of the organization; Comply with policies and procedures regarding loss prevention, breakage of goods and health and safety; Perform other duties as requested by the supervisor. The qualifications we are looking forDo you like physical work, without being a renovation pro? Do you have a knack for first-class customer service? You have what it takes to be in our team!ASSET: experience in customer service, plus knowledge in our Plumbing department.RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now
Trainee - Insurance Advisor
Equest, North Vancouver, BC
Trainee - Insurance AdvisorNorth Vancouver (Lonsdale), BC, 3010 Lonsdale Avenue, North Vancouver, British Columbia, Canada Req #2858Wednesday, March 27, 2024W e're searching for a Trainee - Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our North Vancouver, BC - Lonsdale location . Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance.E xpected Compensation: The hourly rate for this role is $22.06 on a 35-hour work week, with an increase upon licensing and movement into the Insurance Advisor position. Licensing is typically achieved within 3 months from the date of hire but is dependent on individual achievement.Westland provides support to all Trainees as they work to obtain their licensing. As a Trainee you will: Have your licensing costs covered by Westland Be provided with a training plan to ensure you're fully supported throughout the six-week training period and beyond Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Trainee - Insurance Advisor , you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating and interpreting client needs, as well as completing various insurance transactions.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Eager to grow, with minimal sales or customer service experience under your belt Building authentic client relationships comes naturally to you You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion We support you in obtaining your Level 1 Insurance license through a comprehensive 6-week program. And we provide financial support! Once here, you'll: Contribute to our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs Want to invest your energy into learning more about conducting interviews while capturing the right data Participate "hands-on" as a member of the team, turning client concerns into opportunities Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now North Vancouver (Lonsdale), BC, 3010 Lonsdale Avenue, North Vancouver, British Columbia, Canada
Associate Wealth Advisor
RBC, Montreal, QC
Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is the main focus of this role.What will you do?Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnairesPrepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunitiesCoordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow upLiaise with branch management team for updates on and progress with wealth management initiativesCoordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting workProvide proactive and high-end client service on the phone and in person, respond to client inquiriesIdentify opportunities for new business as well as among existing client base for asset consolidation or referralsWhat do you need to succeed?Must-have5 years of professional experience in the investment industryRegistered Representative (RR) license with IIROC (i.e., CSC, CPH, and WME)Financial planner diploma granted by the Institute of Financial PlanningBilingualism (English and French) required to serve our clients in the community with English-speaking needsAdvanced proficiency in Microsoft 365 appsUniversity degreeMeticulous attention to detail and strong problem solving and analytical skillsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to building close relationships with clientsJob SkillsAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-04Application Deadline:2024-05-05Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Senior Insurance Advisor
Equest,
Senior Insurance AdvisorSalt Spring (McPhillips Ave), BC, 124 McPhillips Avenue, Salt Spring Island, British Columbia, Canada Req #2853Tuesday, April 2, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Salt Spring Island, BC location . Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Expected Compensation: The expected hourly hiring range for this role is $20.52 to $25.65 , with a 37.5 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers . Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Salt Spring (McPhillips Ave), BC, 124 McPhillips Avenue, Salt Spring Island, British Columbia, Canada
Senior Insurance Advisor
Equest, Surrey, BC
Senior Insurance AdvisorSurrey (Guildford Village), BC, 15637 104 Ave e101, Surrey, British Columbia, Canada Req #2670Monday, January 22, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Guildford Village office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business.Expected Compensation: The expected hourly hiring range for this role is $24.62 to $30.77 , with a 35 hour work week. Your rate of pay will be determined based on your individual qualifications and experience while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers . Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences . Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor, you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: • An open, flexible, and welcoming workplace• Plenty of opportunities to grow and learn• Autonomy to own your own success• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of background• Total rewards program that takes care of your financial, physical, and mental health• Flexible paid Commemorative Days to celebrate days important to you• Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: • Laser-focused, you have a track record of achieving sales targets• Building authentic client relationships comes naturally to you• Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion• At least two to three years of industry experience• Insurance broker level 2 license or currently working towards level 2 and working towards CAIB/CIP (financial support provided!). Open to candidates who are level 1 but have more than 5 years experiences in PL and plan to obtain level 2 in the immediate future Once here, you'll: • Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles• Share your expertise and knowledge as you coach and mentor junior team members Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] detailsApply Now Surrey (Guildford Village), BC, 15637 104 Ave e101, Surrey, British Columbia, Canada
Senior Insurance Advisor (hybrid)
Equest, Brantford, ON
Senior Insurance Advisor (hybrid)Brantford, ON, 195 Henry St unit 1, Brantford, Ontario, Canada Req #2863Thursday, April 18, 2024We're searching for a Senior Insurance Advisor (hybrid) . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Brantford, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor , you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion Self-starter mentality with a proactive approach to tasks and responsibilities 3+ years of industry experience preferred RIBO license preferred, but open to those who have their OTL Once here, you'll: Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns Collaborate with a supportive team to reach organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Brantford, ON, 195 Henry St unit 1, Brantford, Ontario, Canada
Senior Insurance Advisor
Equest, Surrey, BC
Senior Insurance AdvisorSurrey (Guildford Village), BC, 15637 104 Ave e101, Surrey, British Columbia, Canada Req #2856Thursday, April 4, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Guildford Village office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business.Expected Compensation: The expected hourly hiring range for this role is $25.60 to $32.00 , with a 35 hour work week. Your rate of pay will be determined based on your individual qualifications and experience while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers . Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences . Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor, you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: • An open, flexible, and welcoming workplace• Plenty of opportunities to grow and learn• Autonomy to own your own success• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of background• Total rewards program that takes care of your financial, physical, and mental health• Flexible paid Values Days to celebrate days important to you• Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: • Laser-focused, you have a track record of achieving sales targets• Building authentic client relationships comes naturally to you• Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion• At least two to three years of industry experience• Insurance broker level 2 license or currently working towards level 2 and working towards CAIB/CIP (financial support provided!). Open to candidates who are level 1 but have more than 5 years experiences in PL and plan to obtain level 2 in the immediate future Once here, you'll: • Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles• Share your expertise and knowledge as you coach and mentor junior team members Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] detailsApply Now Surrey (Guildford Village), BC, 15637 104 Ave e101, Surrey, British Columbia, Canada
Senior Insurance Advisor (hybrid)
Equest, Timmins, ON
Senior Insurance Advisor (hybrid)Timmins, ON, 65 Maple St S, Timmins, Ontario, Canada Req #2690Friday, April 12, 2024We're searching for a Senior Insurance Advisor (hybrid) . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Timmins, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor , you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion At least 1 year of industry experience RIBO license preferred but open to OTL-licensed candidates as well Once here, you'll: Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns Collaborate with a supportive team to reach organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Timmins, ON, 65 Maple St S, Timmins, Ontario, Canada
Trainee - Insurance Advisor
Equest,
Trainee - Insurance AdvisorBowen Island, BC, 1033 Senior Road, Bowen Island, British Columbia, Canada Req #2339Friday, April 5, 2024W e're searching for a Trainee - Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Bowen Island, BC location . Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance.E xpected Compensation: The hourly rate for this role is $22.75 on a 37.5 hour work week, with an increase upon licensing and movement into the Insurance Advisor position. Licensing is typically achieved within 3 months from the date of hire but is dependent on individual achievement.Westland provides support to all Trainees as they work to obtain their licensing. As a Trainee you will: Have your licensing costs covered by Westland Be provided with a training plan to ensure you're fully supported throughout the six-week training period and beyond Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Trainee - Insurance Advisor , you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating and interpreting client needs, as well as completing various insurance transactions.I nterested in learning more?Why you'll love Westland: An open, flexible, and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Eager to grow, with minimal sales or customer service experience under your belt Building authentic client relationships comes naturally to you You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion We support you in obtaining your Level 1 Insurance license through a comprehensive 6-week program. And we provide financial support! Once here, you'll: Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs Want to invest your energy into learning more about conducting interviews while capturing the right data Participate "hands-on" as a member of the team, turning client concerns into opportunities Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Bowen Island, BC, 1033 Senior Road, Bowen Island, British Columbia, Canada
Senior Insurance Advisor
Equest, Lethbridge, AB
Senior Insurance AdvisorLethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #2819Thursday, April 4, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our Lethbridge, AB office.Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor , you promote and educate clients on insurance products, take ownership of client relationships and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months + of industry experience BONUS! Insurance broker level 2 license Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Share your expertise and knowledge as you coach and mentor junior team members Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Lethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada
Trainee - Insurance Advisor
Equest, Gibsons, BC
Trainee - Insurance AdvisorGibsons (Sunnycrest Mall), BC, 900 Gibsons Way RR7 30, Gibsons, British Columbia, Canada Req #2760Friday, April 5, 2024W e're searching for a Trainee - Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Gibsons, BC - Sunnycrest Mall location . Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance.E xpected Compensation: The hourly rate for this role is $22.75 on a 35-hour work week, with an increase upon licensing and movement into the Insurance Advisor position. Licensing is typically achieved within 3 months from the date of hire but is dependent on individual achievement.Westland provides support to all Trainees as they work to obtain their licensing. As a Trainee you will: Have your licensing costs covered by Westland Be provided with a training plan to ensure you're fully supported throughout the six-week training period and beyond Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Trainee - Insurance Advisor , you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating and interpreting client needs, as well as completing various insurance transactions.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Eager to grow, with minimal sales or customer service experience under your belt Building authentic client relationships comes naturally to you You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion We support you in obtaining your Level 1 Insurance license through a comprehensive 6-week program. And we provide financial support! Once here, you'll: Contribute to our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs Want to invest your energy into learning more about conducting interviews while capturing the right data Participate "hands-on" as a member of the team, turning client concerns into opportunities Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Gibsons (Sunnycrest Mall), BC, 900 Gibsons Way RR7 30, Gibsons, British Columbia, Canada
Trainee - Insurance Advisor
Equest, Dryden, ON
Trainee - Insurance AdvisorDryden, ON, 49 Whyte Avenue, Dryden, Ontario, Canada Req #2727Friday, April 5, 2024W e're searching for a Trainee - Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Dryden, ON location . Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Trainee - Insurance Advisor , you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating and interpreting client needs, as well as completing various insurance transactions.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Total rewards program that takes care of your financial, physical, and mental health Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Eager to grow, with minimal sales or customer service experience under your belt Building authentic client relationships comes naturally to you You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion We support you in obtaining your Level 1 Insurance license through a comprehensive 6-week program. And we provide financial support! Once here, you'll: Contribute to our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs Want to invest your energy into learning more about conducting interviews while capturing the right data Participate "hands-on" as a member of the team, turning client concerns into opportunities Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Dryden, ON, 49 Whyte Avenue, Dryden, Ontario, Canada
Trainee - Insurance Advisor (part-time)
Equest, Parksville, BC
Trainee - Insurance Advisor (part-time)Parksville, BC, #102 - 174 Corfield Street, Parksville, British Columbia, Canada Req #2846Wednesday, April 10, 2024W e're searching for a Trainee - Insurance Advisor (part-time) . Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a part-time Trainee - Insurance Advisor at our Parksville, BC location . Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance.E xpected Compensation: The hourly rate for this role is $21.05 on a 28- hour work week, with an increase upon licensing and movement into the Insurance Advisor position. Licensing is typically achieved within 3 months from the date of hire but is dependent on individual achievement.Westland provides support to all Trainees as they work to obtain their licensing. As a Trainee you will: Have your licensing costs covered by Westland Be provided with a training plan to ensure you're fully supported throughout the six-week training period and beyond Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Trainee - Insurance Advisor , you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating and interpreting client needs, as well as completing various insurance transactions.I nterested in learning more?Why you'll love Westland: An open, flexible, and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Eager to grow, with minimal sales or customer service experience under your belt Building authentic client relationships comes naturally to you You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion We support you in obtaining your Level 1 Insurance license through a comprehensive 6-week program. And we provide financial support! Once here, you'll: Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs Want to invest your energy into learning more about conducting interviews while capturing the right data Participate "hands-on" as a member of the team, turning client concerns into opportunities Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Parksville, BC, #102 - 174 Corfield Street, Parksville, British Columbia, Canada