Individual Pension Advisor

3 weeks ago

Saskatoon, Canada First Nations Insurance Services Limited Partnership Full time

**About Us**

First Nations Insurance Services Limited Partnership was founded in 1987, and has been committed to delivering exceptional products and customer service to our clients for the past 35+ years. Our 100% First Nations owned company is the largest Saskatchewan based Indigenous Group Benefits and Pension Broker. We are a trusted partner to over 5,500 clients and we offer a full suite of Group Insurance, Group Pension, and Individual products, available to all businesses in all industries.

**Career Opportunity**

First Nations Insurance (FNIS) is growing and seeking an Individual Pension Advisor to join us in our Saskatoon office. We are looking for a career driven individual who is focused on growing their insurance and pension industry knowledge and experience.

At FNIS, we believe that building a great business means taking care of clients, communities, and each other with equal commitment.

As an **Individual Pension Advisor, **you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and support of Saskatchewan residents.

**Why you’ll like working with us**:

- Open, flexible, and welcoming workplace
- Plenty of opportunities to grow and learn
- We are continuously improving and value your feedback
- You will be respected and supported for who you are the value you bring to the table
- Employee benefits and pension plan, including extended health, dental, vision, life and disability coverage
- Personal and professional development opportunities

**Why we’ll like you**:

- You’re focused and have a track record of satisfied clients
- Building authentic relationships comes naturally to you
- You’re an exceptional communicator
- You have experience in the finance and/or insurance industry and enjoy helping people reach their goals
- You’re organized, you can prioritize, and you take customer privacy seriously

**Your role as an Individual Pension Advisor with FNIS will include**:

- Acquiring new business
- Work with the plan members to service their individual pension needs
- Work with the individual client(s) to establish or transfer policies as required
- Work with the individual pension members to establish or transfer account assets
- Provide professional services and documentation of analysis, and advice, ensuring that regulatory, legislative, financial and members requirements are being met
- Expected to assist plan members and plan administrators with completion of forms for AIR's
- Scheduling, organizing, and attending meetings with existing and prospective clients. This may include preparing presentation and background materials
- Product line(s) education and training as required
- Preparation of confidential correspondence, reports, briefing materials and proposals
- Reviewing, prioritizing, redirecting, and following up on correspondence inquires to ensure in accordance with FNIS service standards
- Participate in the creation, modification or maintenance of FNIS templates, documents and/or filing system(s) applicable to the product line(s)
- Maintain and update procedure and process notes applicable to the product line(s)
- Train and supervise Administrative Support
- Other duties as assigned

**Role Requirements**:

- Ability to work independently and as a team member
- Ability to prioritize and multi-task
- Knowledge of computers and software products
- Organized, trustworthy, respectful, diplomatic, and approachable
- Demonstrate cultural competencies by displaying a set of values behaviours, attitudes, and practices individually, and within an organization, which enables them to work effectively cross culturally

**Educational Requirements**
- Life License within the Province of Saskatchewan is a requirement
- Business or Administration Diploma, or three years’ experience working in an office environment would be an asset
- Mutual fund license would be an asset
- Experience with group insurance, pension/savings plans, and/or individual insurance products would be an asset

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Saskatoon, SK S7N 4S1: reliably commute or plan to relocate before starting work (required)

Application question(s):

- This is a Full-Time in-office role based out of our Saskatoon office. Please confirm you are willing to work in office full-time.

Work Location: In person

  • Retirement and Pension Associate

    2 weeks ago

    Saskatoon, Saskatchewan, Canada CSS Pension Plan Full time

    Company Description:Pioneered in 1939, the Co-operative Superannuation Society (CSS), located in Saskatoon, Saskatchewan, provides pension and retirement services to its membership. The CSS is the Administrator of the CSS Pension Plan, one of the oldest and largest defined contribution pension plans in Canada. With approx. $5 billion in assets, CSS Pension...

  • Service Advisor

    2 weeks ago

    Saskatoon, Saskatchewan, Canada M.F.S. MOBILE FLEET SERVICES INC. Full time

    Mobile Fleet Services is growing again With our move to Saskatoon now complete we have a new position open for the right individualMobile Fleet Services is looking to add a Service Advisor to our team. Individuals with experience in the truck and transport and or heavy-duty field will be given priority.Job Types: Full-time, PermanentSalary: $33.00-$38.00 per...

  • Manager, Pensions

    4 weeks ago

    Saskatoon, Canada University of Saskatchewan Full time

    **Manager, Pensions**: **Primary Purpose**: The role of Manager - Pensions is to provide strategic and technical leadership through the delivery, development and ongoing management of the several USask defined contribution and defined benefit plans with a combined value of over $1.6 billion. Given the significant financial value, obligations and risks...

  • Manager, Pensions

    2 weeks ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    Manager, Pensions:Primary Purpose: The role of Manager - Pensions is to provide strategic and technical leadership through the delivery, development and ongoing management of the several USask defined contribution and defined benefit plans with a combined value of over $1.6 billion. Given the significant financial value, obligations and risks associated with...

  • Member Experience Specialist

    4 weeks ago

    Saskatoon, Canada CSS Pension Plan Full time

    **Company Description** Pioneered in 1939, the Co-operative Superannuation Society (CSS), located in Saskatoon, Saskatchewan, provides pension and retirement services to its membership. The CSS is the Administrator of the CSS Pension Plan, one of the oldest and largest defined contribution pension plans in Canada. With approx. $5 billion in assets, CSS...

  • Media Advisor

    4 weeks ago

    Saskatoon, Canada Directwest Full time

    Are you a positive high energy person with strong organizational skills, and experience in sales? SaskTel is seeking a highly motivated sales professional with excellent interpersonal skills to be a Media Advisor in our Directwest Sales Division. Directwest, a division of SaskTel, is the exclusive provider of Mysask411 and has been promoting Saskatchewan...

  • Procurement Advisor

    4 weeks ago

    Saskatoon, Canada Peter Lucas Project Management Inc. Full time

    Are you a skilled and motivated Procurement Advisor looking for an exciting opportunity? Peter Lucas Project Management is seeking a talented individual to join our team as a Procurement Specialist. As a group of energetic problem-solvers, we offer a stimulating work environment, professional growth support, competitive compensation, health and dental...

  • Procurement Advisor

    18 hours ago

    Saskatoon, Canada Peter Lucas Project Management Inc. Full time

    Are you a skilled and motivated Procurement Advisor looking for an exciting opportunity? Peter Lucas Project Management is seeking a talented individual to join our team as a Procurement Specialist. As a group of energetic problem-solvers, we offer a stimulating work environment, professional growth support, competitive compensation, health and dental...

  • Media Advisor

    4 weeks ago

    Saskatoon, Canada SaskTel Full time

    **Location**:Regina or Saskatoon **Position Type**:Permanent Full Time **Number of Positions**:1** **Salary**:$67,000 plus opportunity to earn additional sales incentives **Closing Date**: March 22nd, 2024 Are you a positive high energy person with strong organizational skills, and experience in sales? SaskTel is seeking a highly motivated sales...

  • Procurement Advisor

    4 weeks ago

    Saskatoon, Canada Peter Lucas Project Management Inc. Full time

    Are you a skilled and motivated Procurement Advisor looking for an exciting opportunity? Peter Lucas Project Management is seeking a talented individual to join our team as a Procurement Specialist. As a group of energetic problem-solvers, we offer a stimulating work environment, professional growth support, competitive compensation, health and dental...

  • Procurement Advisor

    4 weeks ago

    Saskatoon, Canada Peter Lucas Project Management Inc. Full time

    Are you a skilled and motivated Procurement Advisor looking for an exciting opportunity? Peter Lucas Project Management is seeking a talented individual to join our team as a Procurement Specialist. As a group of energetic problem-solvers, we offer a stimulating work environment, professional growth support, competitive compensation, health and dental...

  • Communications Advisor

    4 weeks ago

    Saskatoon, Canada Saskatchewan Medical Association (SMA) Full time

    We have an exciting opportunity for a full-time, permanent Communications Advisor to join our growing team! Reporting to the Director, Communications and Community Engagements, the Communications Advisor applies expertise and specialized knowledge to help the SMA effectively engage with its target audiences and be a strong and professional voice for...

  • Business Advisor

    5 days ago

    Saskatoon, Canada Affinity Credit Union Full time

    **af-fin-i-ty (noun)**: 1. a natural compatibility 2. the name on our doors We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your...

  • Financial Advisor/associate Advisor

    4 weeks ago

    Saskatoon, Canada Raymond James Financial Full time

    **Financial Advisor/Associate Advisor** - 2204723 M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families is seeking a full-time Financial Advisor to join our team. If you are looking for a change that offers flexibility in your advisory practice, M.Y. Private...

  • Member Advisor

    2 weeks ago

    Saskatoon, Canada Synergy Credit Union Full time

    **The Synergy Experience - what is it exactly? **Just ask our employees.Their dedication to our customers (members) and each other has created an incredible place to work. We offer personalized and competitive services and are proud to be a part of your local community. We are seeking a **Member Advisor** to help us continue our rich tradition of serving...

  • Media Advisor

    2 weeks ago

    Saskatoon, Saskatchewan, Canada SaskTel Full time

    Location:Regina or SaskatoonPosition Type:Permanent Full TimeNumber of Positions:1**Salary:$67,000 plus opportunity to earn additional sales incentivesClosing Date: March 22nd, 2024Are you a positive high energy person with strong organizational skills, and experience in sales? SaskTel is seeking a highly motivated sales professional with excellent...

  • Program Advisor

    3 weeks ago

    Saskatoon, Canada Clear Health Solutions Full time

    **Program Advisor** Clear Health Solutions is recruiting a Program Advisor to join our growing team in Regina and area. Our Program Advisor creates and implements comprehensive, individualized behavior support programs for each individual. With wide-ranging assessment tools, customizable research-based lessons, and detailed progress tracking reports, our...

  • Program Advisor

    2 weeks ago

    Saskatoon, Canada Clear Health Solutions Full time

    **Job description** Our Program Advisors plays a key role on the team, providing a holistic perspective of individuals health, well-being and level of functioning. The Program Advisor will foster the continued development of services too providers to effectively support individuals with complex service and support needs through several initiatives and...

  • Service Advisor

    5 days ago

    Saskatoon, Canada AutoCanada Inc. Full time

    **Service Advisor** **Dodge City Auto** **Saskatoon, SK** We are looking for** **a **Service Advisor** who is passionate about delivering exceptional customer experience to join our growing team! **Dodge City Auto **is looking for a friendly and motivated individual to fill this position. You will play a key role in curating the service experience for our...

  • Automotive Service Advisor

    3 weeks ago

    Saskatoon, Canada Tech 7 Auto Repair Ltd. Full time

    Are you organized and love a fast paced environment? We are looking for someone who has great work ethic, professionalism, is a team player and is able to problem solve! You will need to be energetic and great with people. If this is you..... keep reading! **Responsibilities will include, but are not limited to**: - providing service advice to customers -...