Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Wealth Management Advisor role developing personalized financial strategies for affluent clients with Desjardins Group's team of professionals. Building and maintaining client relationships while providing premium support.
Responsibilities
- Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients
- Develop personalized strategies and provide tailored advice and solutions
- Work closely with a team of professionals and specialized partners from various fields
- Balance member/client satisfaction, objectives, sound and prudent risk and compliance management
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Certificate in Financial Planning
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
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Not specified
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