Online Chat Specialist

1 month ago


Winnipeg MB, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. En tant que membre de la famille d’entreprises IGM, nous sommes fiers d’avoir été reconnus comme l’un des 100 meilleurs employeurs au Canada (2023) par Mediacorp Canada Inc. Les principales responsabilités comprennent le service à la clientèle, la coordination des rencontres avec les clients, l’examen et le suivi des communications et des documents destinés à la clientèle, le soutien administratif aux conseillers et conseillères et d’autres tâches qui pourront vous être assignées. Le candidat idéal sera un courtier agréé en fonds communs de placement, ou sera disposé à entreprendre les démarches pour satisfaire aux exigences de formation continue afin d’obtenir un permis.
Répondre aux demandes de renseignements des clients par téléphone, courriel, vidéoconférence ou en personne.
Faire du remplacement de temps à autre lorsque d’autres membres du personnel sont absents, selon les directives.
Exigences relatives à la formation et à la connaissance du secteur – Diplôme d’études postsecondaires ou diplôme en administration des affaires, en finance, en économie ou dans une discipline connexe. Relations – Être capable d’entretenir d’excellentes relations avec la clientèle, les conseillers et conseillères, le personnel de soutien des succursales, le personnel du siège social d’IPC et les autres intervenants clés.
Un soutien de premier ordre en matière de formation pour vous aider à réussir dans le rôle qui vous sera confié
De formidables atouts : des avantages sociaux répondant à vos besoins, un régime de retraite, un régime d’achat d’actions, des rabais d’entreprise, des événements sociaux, un horaire de travail estival et de la convivialité



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