Talent.com

Chief investment officer Jobs in Trois-Rivieres, QC

Create a job alert for this search

Chief investment officer • trois rivieres qc

Last updated: 8 days ago

Specialist - Business Development, Individual Insurance

GROUPE CLOUTIER INC.Trois-Rivières, QC, CA
CA$37.00 hourly
Full-time +1

Implements procedures to better manage orphan, unassigned or unrepresented clients as well as the identification of inactive or unlicensed advisors.Lists, understands and acts according to the rule... Show more

Banking Advisor

0000050007 Royal Bank of CanadaCanada,Quebec,DES ORMEAUX,DOLLARD
Full-time

As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section... Show more

Head of plant finance

Randstad CanadaTrois-Rivières, Quebec, CA
CA$60.00 hourly
Temporary
Quick Apply

Are you looking for a strategic financial role where your decisions have a direct impact on operations? As a cornerstone of our leadership team at the Trois-Rivières plant, you won’t just crunch nu... Show more

VP Finance

NexWavTrois-Rivières, QC, CA
Full-time +1

Accounting | Accounting and Finance | On-site | Permanent - Full-time.Advance a solid finance function towards a more strategic VP leadership.Trois-Rivières, Quebec, Canada.Open and negotiable base... Show more

Administrative Assistant

Royal Bank of Canada>TROIS-RIVIÈRES, Canada
Full-time

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm.We are committed to helping our clients build financial success through a personalized approach that d... Show more

Directeur(trice) général(e) | Managing Director

Valsoft CorporationTrois-Rivières, QC, CA
Full-time
Quick Apply

Manos Software Group fait partie de Valsoft Corporation, un investisseur à long terme dans les entreprises de logiciels de marchés verticaux.Valsoft acquiert et exploite des sociétés de logiciels a... Show more

Associate (On-Site)

National BankTrois-Rivieres, Quebec
Full-time +2

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

 • Promoted
Specialist - Business Development, Individual Insurance

Specialist - Business Development, Individual Insurance

GROUPE CLOUTIER INC.Trois-Rivières, QC, CA
11 days ago
Salary
CA$37.00 hourly
Job type
  • Full-time
  • Permanent
Job description

Main responsibilities:

  • Implements procedures to better manage orphan, unassigned or unrepresented clients as well as the identification of inactive or unlicensed advisors
  • Lists, understands and acts according to the rules of each provider regarding the management of orphan policies and unlicensed representatives
  • Searches for information on policies on company websites or requests it and prepares lists of policies to be assigned
  • Enters data into the internal management system
  • Assigns identified advisors to orphan clients and follows up with advisors on the results of the assignments
  • Carries out an inventory of advisors whose license has expired or with a license whose contract has been cancelled or is inactive with one or more insurers and asks the companies insurance the list of policies in force these advisors
  • Carries out the analysis of the blocks of policies in force and identifies business development opportunities
  • Monitors the results and provides a report to management
  • Keeps up to date on the rules of each insurer concerning the management of orphan policies and inactive representatives and on the industry rules in order to carry out management in accordance with the expectations of the authorities and insurers
  • Maintains the files of orphan clients until an advisor is assigned to them
  • Works in collaboration with the compensation and contracts department to keep the inventory of orphan clients up to date
  • Provides solutions and recommendations on procedures and work methods in order to facilitate and optimize work

Profile sought :

  • University degree in administration or equivalent training
  • Minimum of 3 to 5 years of experience in a similar position or in the field of personal insurance/investment
  • Good knowledge of administrative procedures associated with life insurance and investment
  • Good knowledge of life insurance and investment products
  • Ms-Office (Excel, Word, Outlook)
  • Proficiency in spoken/written French

We offer:

  • A warm atmosphere
  • A stimulating work environment
  • In a family business, human and honest
  • A complete training
  • A 37-hour daytime schedule per week
  • A permanent position
  • A remuneration competitive
  • Flexible days
  • Work-life balance measures
  • A group insurance plan
  • A highly active social committee
  • Opportunities for advancement
  • And much more!

Please send your resume to the following address: emploi@gcloutier.com or apply online at www.groupecloutier.com

Languages

  • French spoken and written - Intermediate