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

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.

The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of large new accounts ($60K - $500K) Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers Retain and grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver, and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application, and pricing to overcome client objections. Develop proposals and quotes based upon client needs, specifications, and product offerings. Full compliance with Impact sales process and installed CRM tools (Salesforce) The Candidate Education: Bachelor's degree / College Diploma Work Experience: Minimum 4 years with proven record of accomplishment in attaining/exceeding account management and sales goals The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.

UNLIMITED POSSIBILITIES AHEADPosition:Service AdvisorStatus:Full-TimeDealership: Richmond Auto MallDepartment:ServiceWe believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives Internal and external, training & development opportunities for skill development and growth Be part of a collaborative, friendly and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment Comprehensive extended health and dental plan tailored around Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: Handle customer inquiries promptly and accurately, listen to vehicle concerns and write repair orders. Ensure repair orders and all paperwork is legibly and accurately completed, with all customer requests or points of concern documented. Obtain all customer (including signature) and vehicle data and fill in required spaces on all repair orders. Process all paperwork as jobs are completed. Review all repairs and changes with the customer upon delivery of the vehicle. Assist in scheduling customer vehicles for service work by allowing adequate time for repairs/maintenance and securing additional time as required. Monitor work-in-progress to ensure that repairs are being performed properly and time schedule is being met as promised. Notify customers if delays are expected or additional work is needed. Use service files to suggest additional repairs or services if required. Estimate costs and completion times, do not hesitate to ask the Service Manager for assistance. Identify and give special attention to repeat repairs, and assign the original technician on all comeback jobs. Notify customers when backorder parts become available. Determine warranty coverage and verify repair date, mileage, etc. Resolve all customer complaints for a win/win outcome. Implement/suggest preventative measures to reduce the number of complaints. Perform walk-around inspection on all customer vehicles noting damage such as scratches, dents, missing hubcaps, etc. Arrange for alternate transportation as needed and manage loaner vehicles. Work to improve dealership CSI and general customer satisfaction in accordance with OpenRoad's philosophies, policies, and procedures. Maintain paperwork and ensure the reception area is in a clean and orderly fashion. Must follow company safety policies and practices, and immediately, report any and all accidents to a Manager/Supervisor. This position will be expected to perform other duties as assigned by management. OpenRoad reserves the right to modify this job description as business needs require. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Working knowledge of automotive equipment. Knowledge of techniques of customer satisfaction and retention. Ability to maintain records and prepare reports using a computerized equipment maintenance system. Ability to work cooperatively with all levels of the organization. Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to operate assigned equipment. Ability to make sound decisions in a manner consistent with the essential job functions. A valid British Columbia driver's license, with a clean driving record. Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3805 We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!

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 TD Insurance is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches. In Canada, we have two lines of business, General Insurance and Life and Health. Our General Insurance business is one of the top home and auto insurance groups in Canada and the national leader in group insurance and affinity marketing. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada. At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce of over 4,000 employees and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated and professional development is taken seriously. More than just a job, we offer rewarding careers . Job Details The TD Insurance Auto Centers are a 'one stop shop' for a customer's auto claim needs, where a customer can drop off their vehicle, pick up a rental and speak to a claim's professional. We strive to build deep and long- lasting relationships with our customers, by understanding their needs and providing personalized trusted advice. Join the TD Insurance Auto Center team and think like a customer, act like an owner, innovate with purpose and execute with an impact. Responsibilities include but are not limited to the following: • Engage customers in conversations to understand and meet their needs by providing them with advice and service regarding coverage and the claims process • Provide sound claims advice at every customer interaction to create a legendary customer experience; look for ways to contribute to the on-going improvement of the overall customer experience • Ensure customer problems are handled appropriately and escalating issues when necessary; refer customers to appropriate team members or internal partners as appropriate • Demonstrate flexibility to be able to change activities based on customer and business needs • Create a legendary customer experience at every interaction and look for ways to contribute to on-going improvement of the overall customer experience • Prioritize and manage own workload to meet SLA requirements for service and productivity • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate • Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for claims assessment and litigation • Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary • Support the timely and accurate completion of business processes and procedures • Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations • Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others • Identify, recommend and effectively execute standard practices and procedures applicable to insurance claims • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite • Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct • Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques • Participate in personal performance management and development activities, including cross training within own team • Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities • Apply foundational level of knowledge to handle routine with minimum risk • Handle some limited situations for Core Auto • Has limited claim settlement authority and requires next level approval for claims in excess of their authority limit • Complete work within specifically defined parameters with guidance /direction from management as necessary • Leverage the Claims Resources Team to make file decisions on liability and assessment Job Requirements • Claims or Insurance experience is an asset that is preferred • AMF License Credentials (Claims) is preferred and a very strong asset • Undergraduate degree is an asset • Strong communication skills • Organization & time management • Bilingualism (English / French) • Customer service oriented Proficiency in Other than French This position requires proficiency in a language other than French to support or deal with employees who require services and support in a language other than French. Additional Information This role has a hybrid work schedule requiring employees to work approximately half of the month from home and the other half on-site at the auto center; this is not an entirely remote role. In order to be considered for this role, applicants must be bilingual and comfortable working with clients in both languages . 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 Inclusion At 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. Accommodation Your 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 Communities TD 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!

Location: Help Headquarters Job Type: Full Time myWork Options: In-person, Hybrid Salary Range: $80.800 to $103,000 annually Background Screening Requirement: Enhanced Criminal Record Check (every 5 years) Credit Check (every 5 years) Identity Verification Education Verification Employment Verification References What's the job? As the Business Analyst, you play a key role as subject matter expert and technical advisor for various strategic initiatives at CCS. This role facilitates business process improvement via the methodical investigation, analysis, review and documentation of functional business specifications. The Business Analyst manages the requirements development process by eliciting, analyzing, specifying and verifying multiple levels of requirements from an end-to-end perspective and supports the ongoing management of the requirements. What else will you get to do every day? Presents ideas in a focused and concise manner. Ability to create compelling business justification for recommended direction and design Design and document current/future state enabled solutions and drive all relevant business analysis to ensure the most effective recommendations are made for successful solution and project plan completion. Accurately translates business requirements into functional requirements, including aptitude for interpreting technical documentation and authoring or updating documents as needed (Functional Designs, Business Process Designs) and seen as a cross-functional process and subject matter expert. Experience interpreting user needs and working with technical experts to write functional specifications for new systems, systems changes and system enhancements Significant and recent experience conducting business process reviews, developing business requirements and functional specifications Experience with integrated project team delivery, coordinating deliverables and contributing to strategy/planning with management. Experience in working in an SME role for the creation of customized end-user training material both online and in the classroom Assist with the definition and continuous improvement of BA processes and interactions with the PMO and IT and make recommendations to improve the overall effectiveness and efficiency of the business. Ability to perform root cause analysis Significant and recent experience developing business proposals, including cost-benefits/feasibility analysis and ROI to evaluate systems design/enhancement proposals and other business initiatives Ability to self-manage projects within tight timeframes and dynamic priorities. Based on experience, can accurately estimate the cost and time to implement functional or business unit-level solutions. Work independently and within cross-functional project teams The incumbent will possess a unique blend of technical, business, and people skills and excellent problem-solving skills. Who are we looking for? Bachelor's degree or diploma requiring 3-4 years of study in a business or technology field. CCBA or CBAP Certification attained or in progress is an asset. Minimum 4 years experience in a BA role. Experience within an insurance, wealth management, financial planning and financial institution, or an equivalent combination of education and experience; knowledge of the use of specialized computer hardware and software in the insurance, financial planning, or financial services environment is highly desirable. Experience with Waterfall methodology and enterprise project environment, Proficient in using MS Office toolset, MS Access, and Visio. Advanced ability to manage and prioritize a complex heavy workload with minimal supervision. Advanced ability to conduct scope business analysis, including workflow analysis, business information requirements and models. Advanced knowledge of and adherence to Systems Life Cycle Methodology. Advanced verbal and written communication skills, including writing quality documentation at various stages of SLCM. Advanced ability to manage multiple tasks simultaneously. Advanced ability to recognize priorities and work to those priorities. Ability to travel between the Island and Mainland offices occasionally 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.

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!

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!

Location: Cottonwood Branch Job Type: Full Time myWork Options: In-person Starting Salary Range: $63,000.00 - $77,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services. What you'll get to do: Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options. Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs. Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail. 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.

Application Deadline: 04/18/2024Address:60 Yonge StreetThe Underwriter is accountable for assessing the early death and early incidence of a critical illness for the purpose of determining accurate underwriting mortality and morbidity. This role is accountable to assess complex medical and avocational histories including current financial concepts in the Individual Life insurance space. This role is accountable to assess individual risk in accordance to established underwriting principles within their signing authority. This role is required to have advanced critical thinking, communication, negotiation and interpersonal skills. This role is also required to have advanced knowledge of current industry trends and a strong command of data and analytics skills. Accountabilities Medical/Non-Medical/Financial UnderwritingFollow the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Advisor, Direct, Creditor), including but not limited to the following key activities:Calculate appropriate age/amount requirements, auto/jumbo limits and initial and ultimate face amounts of coverage in accordance with external reinsurance treatiesReview and assess AML and governance risk in advance of placing the contract inforceAdjudicate client risk factors in the application and corresponding data elements in order to decide on the right mortality or morbidity riskReview and assess information from Attending Physician Statements and other medical specialists in order to assess life expectancyReview and determine Fair Market Value of Corporately owned policies to ensure amounts of coverage are justifiedWork with client advisory partners (Tax planners, Accountants, Lawyers) to ensure that data is accurately reflected in the risk assessment that is made, insurable interest and review of sales concept involvedLiaise with specialists, such as actuaries, medical providers or doctors, to understand the medical risk and other non-medical risk factors for the identified case Calculate underwriting decision and corresponding mortality rating based on medical experience and training, discussions with internal Medical Doctors, Reinsurance and ActuarialDecide whether the risk should be shared with a re-insurer and negotiate reinsurance agreements on all individual casesDecision the insurance policy and specify any additional conditions to be imposed based on the overall underwriting risk assessmentUpdate system and document notes and prepare for audit reviewCheck in force policies to ensure appropriate initial and ultimate amounts calculatedEnsure that the treaty terms for each Reinsurer on each product line is well understood and followed. Treaties are available to Underwriters and are housed in the Actuarial DepartmentEnsure MIB properly reviewed and coded on each caseEnsure communication is free of any personal comments. Documentation must be clear and concise and outlines methodology of risk assessment for auditing purposesPerform presentations and onsite visits with Nesbitt EIA's, Advisory brokers and Managing General Agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsAML (Anti-Money Laundering) Risk FrameworkRisk score all Universal Life clients and reviewing case parameters according to internal AML guidelinesWork with Corporate AML office on any findings required to change internal policy and procedures for underwritingPerform review of client applications and disclosuresAssess corporate entities based on shareholder ownership and company financialsSupport internal Business Unit Governance team on investigations and suspicious underwriting filesReinsurance NegotiationsReview and assess reinsurance decisions for market competitivenessNegotiate complex medical/non-medical/financial cases with reinsurer to obtain best offerReserve and manage appropriate capacity for large casesCalculate and reserve appropriate initial and ultimate amounts through reinsurance treaty parameters to anticipate future growth liabilitiesProvide insight and feedback to Director Underwriting on trending reinsurance decision and emerging trends for future RFP treaty negotiationsRisk ManagementFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesMust be clear and concise and outlines methodology of risk assessment for auditing purposesVisit brokers and managing general agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAuthorities To deliver on these accountabilities, these roles must have the following authorities:Information Access - Authority to use and access confidential information related to customer information, product and financial information. Authority includes accessing the internet for the purpose of gathering relevant data and current updates.Cross Functional Relationships To MGAs and brokersPerform analysis and provide feedback on quality of business to Director or Underwriting and VP Business DevelopmentProvide detail outcome of underwriting decision taken based on sound medical and financial underwriting analysisPerform presentations to MGA's and independent advisors on industry trends and complex medical underwriting filesMedical DoctorsReview and analyze reinsurance manuals to ensure accurate decision and adherence to reinsurance guidelines based on current reinsurance treaties in effectIdentify any blood/urine specimen trends and abnormalities based on parameters set by VP and Chief Corporate UnderwriterDecision complex medical situations to obtain complete picture for an accurate assessment of underwriting riskTo New BusinessIdentify missing information or additional information required to underwrite applications and advise New Business to gather the required informationAction application as per standards when New Business has updated the system with new informationEnsure system is clearly updated with decision including reinsurance and any applicable amendments, endorsements and/or special instructionsTo ReinsurersSubmit accurate information based on in force, initial and ultimate amounts on all facultative casesEnsure that treaty terms all well understoodEnsure that all accepted offers are communicated in timely manner and files updatedNegotiate the most competitive decisions based on qualitative material information gathered and sound judgmentTo ActuarialLiaise on reinsurance treaty termsLiaise on all special quote requestsLiaise on illustrations as requiredLiaise on Policy Changes as required and any special requests from Sales/Marketing Qualifications :KnowledgeUndergraduate degree5-10 years experience in an underwriting environmentALU II - working towards F.A.L.U.SkillsBusiness Numeracy (In-depth)Analytical skills (In-depth)Negotiation skills (In-depth)Bilingualism French and English is requiredCommunicationGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Location: Victoria, Admin - Douglas St, Help Headquarters, Kelowna Branch, Langley Business Centre, North Vancouver Branch, Richmond Centre Branch, Vancouver Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The Mobile Insurance & Investment Specialist is responsible for delivering growth of Life Insurance and Segregated Fund sales portfolios in partnership with a dedicated geography of retail branches. Specifically, the Mobile Insurance & Investment Specialist will be responsible for Identifying and capturing new and additional business opportunities through proactively reaching out to customers with renewing policies and life changing events. You will also be responsible for generating additional sales and revenue in the areas of term life insurance, critical illness Insurance and assisting Financial Planners/Advisors in the analysis, proposal, and closing of new Segregated Fund business while supporting and delivering an exceptional Customer Experience through the ongoing maintenance of existing life insurance and Segregated Fund portfolios. What else will you get to do every day? Effectively communicate to both internal (Mobile Insurance & Estate Specialists, Financial Planners/Advisors, etc.) and external customers. Demonstrate commitment by actively contributing support and participation in new corporate initiatives. In conjunction with the Manager, Member Services, the Regional Managers and the Investment teams be actively involved in the community the branch services to foster the image and reputation of Coast Capital Savings. Ensure premium customer service is fulfilled. Establish and maintain strong customer relationships. Dynamically and visibly work collaboratively with as well as provide coaching, training and mentorship to Manager, Member Services, Regional Managers, Planners/Advisors, Relationship Managers, and Member Banking Specialists. Work with branch management team and Planners/Advisors to integrate the efforts and activities of Investment activities. Encourage and provide cross-sharing of knowledge, on-the job applications and experience among team members and between teams. Ensure all processes are in adherence with regulatory and compliance requirements. Be accountable for accurate and complete documentation of all business and customer transactions. Demonstrate discipline in record keeping, sales tracking, CRM notes. Complete educational requirements necessary to maintain all required licensing (ie C.E. Credits). Maintain current relationships as well as mine those relationships for new customer referral opportunities. Fulfill high quality insurance and investment advice and services to customers. Provide a partial range of risk management products including term life insurance and critical illness insurance. Fulfil all new account openings, maintenance, and administration Segregated Fund portfolios in cooperation with the Financial Planner/Advisor. Reactively provide information on external and internal inquiries in regard to segregated funds. Reactively provide service for in force Life, Critical Illness, and Disability Policies. This could be remote communication or in person. Proactively contact customers by phone whose term policies are eligible for conversion / renewal. Success will be measured by appointments booked and completed (with no cancellations) by the Mobile Insurance & Estate Specialists as well as term life and critical illness policies that are within guidelines. Proactively contact our segregated fund customers as required for effective maintenance with a view to grow the portfolio. Upon request, meet with customers and Financial Planners to provide Segregated Fund solutions as per customers' financial planning needs as out lined by the Financial Planner. Manage the relationship building process to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships. Must be mobile. Able to meet with customers outside regular office environment, and on occasion, outside regular business hours. Look for opportunities to refer additional insurance products as well as refer to our other business partners (i.e. banking) Who are we looking for? Life Licensed (LLQP) Solid proficiency with mutual fund, segregated funds and life insurance products and administration Proficient understanding of credit products and services in order to identify opportunities and make quality referrals. Proficiency in sales process and producing results. Working knowledge of Coast Capital Investment Services computer systems including but not limited to: CRM, Microsoft Outlook, Word and Excel, and EMWS software. Up to date knowledge of product lines and services offered by CCS' Investment Services staff. Ability to contribute well to a positive team environment by working efficiently, professionally and in a friendly manner. Ability to effectively build and deepen productive customer relationships Ability to deal effectively and promptly with customer complaints or concerns Excellent organizational skills with orientation to detail and large volumes of work Comfortable in exploring and capturing customer needs and referring sales opportunities Willingness to work as a team and with other departments when required 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.

Location: Walnut Grove Branch Job Type: Full Time myWork Options: In-person Starting Salary Range: $63,000.00-$75,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services. What you'll get to do: Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options. Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs. Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail. 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.

The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of new large accounts ($60K - $500K). Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers. Retain, grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions, and overcoming obstacles with drive, passion and resilience. The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Strong aptitude for driving Key Account growth through engineered services. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application and pricing in order to overcome client objections. Develop proposals and quotes based upon client needs, specifications and product offerings. Full compliance to Impact sales process and installed CRM tools (Salesforce) The Candidate Education: Bachelor Degree / College Diploma, Technical Engineering preferred Work Experience: Minimum 4 years with proven track record in attaining/exceeding account management and sales goals through the promotion of process equipment including mechanical equipment, instrumentation products, and process pumps. Knowledge: Leadership level industry experience and knowledge of broad industry sectors solutions such as mining, pulp and paper, and municipal markets. Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.

Hours Monday to Friday from 8am-8pm Saturday 9am-4pm 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 assetProficiency in Other than French As this requisition will be used to fill multiple future positions, we invite bilingual and French speaking candidates to apply. When a position opens up it will be determined whether that position requires knowledge of a language other than French. Additional 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!

Location: Ottawa, CanadaIn fast changing markets, customers worldwide rely on Thales. Thales is a business where brilliant people from all over the world come together to share ideas and inspire each other. In aerospace, transportation, defence, security and space, our architects design innovative solutions that make our tomorrow's possible.For decades, Ottawa has been a global technology leader. Today, Canada's capital holds one of the brightest and most diverse technological ecosystems in North America. Voted as Canada's best place to live 2017 by Maclean's, Ottawa offers a low cost of living with a high quality of life. The Thales Ottawa office has been a major supplier and long-term trusted partner to DND, enabling the Canadian Armed Forces and the Canadian Coast Guard to achieve mission success.This position is Hybrid Ottawa. Position SummaryThales is looking for a Project Security Advisor who will support various projects from a government security compliance perspective. You will be able to demonstrate sound judgement and be able to anticipate risks to projects and timelines when obtaining government security approval when subcontracting services which include security requirements specific to the Project. The Government Security Compliance support will involve other Thales Units and suppliers external to Thales. External customers would primarily be Government of Canada. Key Areas of Responsibility Process Security Clearance applications, conduct Controlled Goods Assessments and maintain records; Process Requests for Visits (RFVs) and oversee the procedures for internal visitors.Prepare and maintain project security plans outlining all government security regulations specific to the project; Stay apprised of the evolution of the project by attending various internal and external reviews, meeting, etc.Establish and maintain resource lists for the project to ensure all personnel are cleared appropriately based on their role; Develop Security Requirement Check Lists (SRCL) specific to subcontractors for the Project.Advise of project physical security requirements, ensure they are taken into account within the facility and that they continuously meet the appropriate security guidelines set out by the Contract Security Program (CSP).Provide ongoing basic education and awareness to employees; Monitor risks, escalate issues and propose action plans or solutions; Liaise with contractor(s) working on security equipment and ensure the contractual conformity of their performance.Act as an Alternate Company Security Officer (ACSO); Act as a Designated Official (DO).Minimum Requirements5+ years industry experience (defence and/or government).Working knowledge of the Canadian Government procurement policies and procedures; Working knowledge of the Contract Security Program and Controlled Goods Program; Working knowledge of the Security of Information Act (formerly the Official Secrets Act); Working knowledge of the Occupational Health and Safety Act.Willingness to be appointed as a Designated Official under the Controlled Goods Program; Willingness to be appointed as an Alternate Company Security Officer (ACSO) under the Contract Security Program.What We OfferThales provides an extensive benefits program for all full-time employees working 24 or more hours per week and their eligible dependents, including the following: Company paid Extended Health, Dental, HSA, Life, AD&D, Short-term Disability, Cancer Care Program, travel insurance, Employee Assistance Plan and Well-Being program.Retirement Savings Plans (RRSP, DCPP, TFSA) with a company contribution and a match to a DCPP, with no vesting period.Company paid holidays, vacation days, and paid sick leave. Voluntary Life, AD&D, Critical Illness, Long-Term Disability.Employee Discounts on home, auto, and gym membership.Why Join Us?Say HI and learn more about working at Thales click here . #LI-hybrid#LI-KL1Thales is an equal opportunity employer which values diversity and inclusivity in the workplace. Thales is committed to providing accommodations in all parts of the interview process. Applicants selected for an interview who require accommodation are asked to advise accordingly upon the invitation for an interview. We will work with you to meet your needs. All accommodation information provided will be treated as confidential and used only for the purpose of providing an accessible candidate experience. This position requires direct or indirect access to hardware, software or technical information controlled under the Canadian Export Control List, the Canadian Controlled Goods Program, the Canadian Industrial Security Program, the US International Traffic in Arms Regulations (ITAR) and/or the US Export Administration Regulations (EAR). All applicants must be eligible or able to obtain authorization for such access including eligibility to the Canadian Controlled Goods Program and able to obtain a Canadian NATO Secret clearance.

Insurance Advisor, AutoMeadow Lake, SK, 125 Centre Street, Meadow Lake, Saskatchewan, Canada Req #2866Thursday, April 4, 2024We're searching for an Insurance Advisor, Auto . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor, Auto inour Meadow Lake, SK office. 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, Auto , you will be on the front line of Westland's commitment to superior client service by managing motor vehicle 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 some administrative or customer service experience under your belt Always think customer first, responding to internal/external clients in a timely & professional manner Keen eye for detail with exceptional organizational skills and the ability to juggle multiple priorities Proficient in MS Office environments with exceptional and accurate keyboarding skills Bonus : A positive mindset and a willingness to learn with a growing company Once here, you'll: Provide quality service, professionalism and ensure policy compliance in every customer interaction Thrive in a fast-paced environment where you tackle tasks seamlessly such as processing payments, deposits, inventory orders, and oversee mail distribution Organize and manage motor vehicle transactions i.e. driver's license, registrations, renewals and scheduling driver exams Demonstrate discretion and adhere to security procedures when maintaining cash holdings Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Want to know more? 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] Now Meadow Lake, SK, 125 Centre Street, Meadow Lake, Saskatchewan, Canada

Insurance Advisor, AutoRedvers, SK, 15 Broadway St, Redvers, Saskatchewan, Canada Req #2848Thursday, April 4, 2024We're searching for an Insurance Advisor, Auto . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor, Auto inour Redvers, SK office. 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, Auto , you will be on the front line of Westland's commitment to superior client service by managing motor vehicle 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 some administrative or customer service experience under your belt Always think customer first, responding to internal/external clients in a timely & professional manner Keen eye for detail with exceptional organizational skills and the ability to juggle multiple priorities Proficient in MS Office environments with exceptional and accurate keyboarding skills Bonus : A positive mindset and a willingness to learn with a growing company Once here, you'll: Provide quality service, professionalism and ensure policy compliance in every customer interaction Thrive in a fast-paced environment where you tackle tasks seamlessly such as processing payments, deposits, inventory orders, and oversee mail distribution Organize and manage motor vehicle transactions i.e. driver's license, registrations, renewals and scheduling driver exams Demonstrate discretion and adhere to security procedures when maintaining cash holdings Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Want to know more? 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] Now Redvers, SK, 15 Broadway St, Redvers, Saskatchewan, Canada

Insurance Advisor, AutoShoal Lake, MB, 406 Station Rd, St. Claude, Manitoba, Canada Req #2860Thursday, April 4, 2024We're searching for an Insurance Advisor, Auto . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor, Auto inour Shoal Lake, MB office. 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, Auto , you will be on the front line of Westland's commitment to superior client service by managing motor vehicle 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 some administrative or customer service experience under your belt Always think customer first, responding to internal/external clients in a timely & professional manner Keen eye for detail with exceptional organizational skills and the ability to juggle multiple priorities Proficient in MS Office environments with exceptional and accurate keyboarding skills Bonus : A positive mindset and a willingness to learn with a growing company Once here, you'll: Provide quality service, professionalism and ensure policy compliance in every customer interaction Thrive in a fast-paced environment where you tackle tasks seamlessly such as processing payments, deposits, inventory orders, and oversee mail distribution Organize and manage motor vehicle transactions i.e. driver's license, registrations, renewals and scheduling driver exams Demonstrate discretion and adhere to security procedures when maintaining cash holdings Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Want to know more? 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] Now Shoal Lake, MB, 406 Station Rd, St. Claude, Manitoba, Canada

Insurance Advisor, AutoWinnipeg (Weston Square), MB, Weston Shopping Centre, 305 McPhillips St #1200, Winnipeg, Manitoba, Canada Req #2696Thursday, February 8, 2024We're searching for an Insurance Advisor, Auto . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in Winnipeg, MB at our Weston Square 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 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 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: 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 BONUS! Successfully passed the Fundamentals of Insurance program BONUS! Any experience in auto insurance 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 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] Now Winnipeg (Weston Square), MB, Weston Shopping Centre, 305 McPhillips St #1200, Winnipeg, Manitoba, Canada

Insurance Advisor, AutoShoal Lake, MB, 406 Station Rd, Shoal Lake, Manitoba, Canada Req #2860Thursday, April 4, 2024We're searching for an Insurance Advisor, Auto . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor, Auto inour Shoal Lake, MB office. 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, Auto , you will be on the front line of Westland's commitment to superior client service by managing motor vehicle 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 some administrative or customer service experience under your belt Always think customer first, responding to internal/external clients in a timely & professional manner Keen eye for detail with exceptional organizational skills and the ability to juggle multiple priorities Proficient in MS Office environments with exceptional and accurate keyboarding skills Bonus : A positive mindset and a willingness to learn with a growing company Once here, you'll: Provide quality service, professionalism and ensure policy compliance in every customer interaction Thrive in a fast-paced environment where you tackle tasks seamlessly such as processing payments, deposits, inventory orders, and oversee mail distribution Organize and manage motor vehicle transactions i.e. driver's license, registrations, renewals and scheduling driver exams Demonstrate discretion and adhere to security procedures when maintaining cash holdings Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Want to know more? 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] Now Shoal Lake, MB, 406 Station Rd, Shoal Lake, Manitoba, Canada

Insurance Advisor - Accident and Sickness (Bilingual)London, ON, 910 Wilton Grove Rd, London, Ontario, Canada • Mississauga 3, ON, 55 Superior Blvd #200, Mississauga, Ontario, Canada Req #2517Wednesday, December 6, 2023We're searching for an Insurance Advisor - Accident and Sickness (Bilingual) . Are you searching for new possibilities?Westland Insurance Group Ltd. has an exciting new opportunity for an Insurance Advisor at our London, ON or Mississauga, ON locations. This is an exciting opportunity to work for our National Truck League Team. National Truck League is dedicated exclusively to the Canadian trucking industry. We partner with trucking companies to protect their trucks, their drivers, owner-operators and their profits. Discover what's possible, with National Truck League. - A Westland Company. The National Truck League story is all about growth, and that means plenty of possibility for everyone on our team. Every day, National Truck League 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 an Insurance Advisor , you will promote and educate clients on Accident and Sickness insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You will have the passion to contribute to the overall success of the company and our clients.Interested in learning more? Why you'll love National Truck League: 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 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 LLQP License (Financial support provided to upgrade your license!) 2-3 years of industry experience Proficient in MS Office environments Bilingual (English&French) 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 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] Now London, ON, 910 Wilton Grove Rd, London, Ontario, Canada Mississauga 3, ON, 55 Superior Blvd #200, Mississauga, Ontario, Canada