Advisor Specialist

2 weeks ago


Richmond, Canada CF Canada Financial Group Full time

**Position Summary**

**As an Advisor Specialist/Case Coordinator your main responsibilities will involve**:

- Assisting Advisors with obtaining producer contracts.
- Managing ongoing new business requirements and underwriting processes. End-to-end approach (Life, Living Benefits, Segregated Funds).
- Maintaining excellent records and paper trails using our back office system.
- Processing after sales follow up and maintenance.
- Upholding company and industry codes of conduct and compliance standards.
- Continuous improvement and adaptation to industry changes.

**As an Advisor specialist/Case Coordinator your skills and qualification will include**:

- Excellent customer service skills, with a minimum of 2-3 years of experience in the insurance industry servicing Advisors.
- Detailed oriented.
- Ability to perform in a fast paced environment.
- Able to proactively investigate and resolve issues.
- Multitasking and prioritization ability to ensure deadlines are met.
- Deep understanding of the life insurance industry and all types of insurance products.
- Excellent interpersonal, verbal and written communication skills.
- Willingness to learn and improve to advance in the company.
- Able to perform individually and work with team members.
- Exhibit a high level of confidence and professionalism.
- Proficient in computer software and Microsoft Office Suite.
- Mandarin language skills would be an asset.

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

**Benefits**:

- Company events
- Dental care
- Extended health care
- Paid time off

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: One location


  • People (HR) Advisor

    4 days ago


    Richmond, Canada Compass Group Full time

    You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global foodservice and support services company that’s the 6th largest employer in the world, with 625,000 employees. You’ll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues,...


  • Richmond Hill, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Financial Advisor

    1 month ago


    Richmond Hill, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Banking advisor

    21 hours ago


    Richmond, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...

  • Banking Advisor

    1 week ago


    Richmond Hill, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: -...

  • Banking advisor

    20 hours ago


    Richmond, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric...

  • Banking advisor

    18 hours ago


    Richmond, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric...

  • Banking advisor

    18 hours ago


    Richmond, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric...

  • Retention Specialist

    47 minutes ago


    Richmond Hill, Canada Richmond Hill Hyundai Full time

    **PAG Direct is looking for Guest Retention Specialist to join our growing team at one of its’ Hyundai stores, Richmond Hill Hyundai!** PAG Direct offers a friendly, experienced and professional working environment. We are constantly striving to remain the best in the automotive industry, and will go to any length to aid customers in finding their perfect...


  • Richmond Hill, Canada Sentia Solutions Inc. Full time

    **Company Description**: - Data Centre and Virtualization - Data Protection - Managed Support - Hosted and Cloud - Networking and Security Sentia is seeking a dynamic and results-driven **Cloud Sales Specialist** to join our fast-paced sales team. As a Cloud Sales Specialist/Representative, you will play a critical role in driving the growth of our cloud...

  • Client Advisor Intern

    1 month ago


    Richmond, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Richmond, BC, Canada Sage City Full time

    Job Description As our Practice Enablement Specialist, you will ensure practices using Sage solutions for themselves or to serve their clients maximize value and achieve a successful implementation. You will work closely with their sales colleagues to develop relationships with bookkeeping and accounting practices. Every day, you will work closely with...

  • Client Advisor

    4 weeks ago


    RICHMOND, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking,  As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Client Advisor Intern

    3 weeks ago


    Richmond, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and...


  • Richmond, Canada ProMach Full time

    Wexxar is seeking an experienced Field Service Technician/Advisor at our facility in Richmond BC. If you are an experienced, highly-technical, Field Service Technician who likes machinery and automation with a willingness to travel about 60%, we would love to speak with you. **Are you intrigued** **keep reading** - You can effectively install and setup all...

  • Banking Advisor

    2 days ago


    Richmond Hill, Ontario, L2C, York region, Canada National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Client Advisor Intern

    2 weeks ago


    RICHMOND, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and...


  • Richmond, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD.** **Position**:Product Advisor **(External: Inventory Acquisition Specialist)** **Status**:Sales Full-Time **Dealership**: OpenRoad Hyundai Richmond **Department**:Sales **Compensation**: $35,000 - $80,000 per year We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated...


  • Richmond, BC, Canada Sage City Full time

    Full details of the job. Job Title Job Title Practice Enablement Specialist Job Description Job Description As our Practice Enablement Specialist, you will ensure practices using Sage solutions for themselves or to serve their clients maximize value and achieve a successful implementation. You will work closely with their sales colleagues to develop...


  • RICHMOND, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionClient Advisor Business ServicesWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients...