Investment advisor Jobs in Becancour, QC

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