Individual Financial Services Consultant

7 months ago

Ottawa, Canada People Corporation Full time

We are seeking a Individual Financial Services Consultant (LLQP) to join our Coughlin team in Ottawa.

Individual Financial Services Consultant (IFS) will offer guidance to customers regarding various insurance offerings such as life, living benefits, travel insurance, and registered products like RESP, RRSP, and TFSA. Maintain and nurture a designated portfolio of individual insurance plans, overseeing tasks such as continuous evaluation of client needs, handling renewals, addressing inquiries or issues, and ensuring efficient service provision.

**The Individual Financial Services Consultant (LLQP) will**:

- Provide sales advice to clients on all insurance products, including life insurance, living benefits, travel insurance, and registered products (RESP, RRSP, and TFSA).
- Manage and retain an assigned block of business in relation to individual insurance plans, including ongoing needs assessment, renewals, reporting, client questions/concerns and service deliveries.
- Conduct in-person and remote meetings with new and existing clients.
- Conduct plan member education sessions when required.
- Conduct needs analysis and recommend solutions to achieve financial goals.
- Develop communications required for plan sponsors and their employees in partnership with marketing support teams.
- Participate in industry conferences, seminars, etc., to promote services and keep up to date with industry trends and activities.
- Maintain deep administration knowledge, including in-house and carrier best practices and liaise with implementation stakeholders as needed.

**To be successful as a Individual Financial Services Consultant (LLQP) **with Coughlin & Associates, you will need**:

- The incumbent must hold a life insurance license (LLQP) and an Ontario mutual fund license is considered an asset.
- Five years of experience in the individual financial services industry.
- Post-secondary degree or diploma in financial planning or a business-related field.
- Consistency and motivation toward setting and achieving goals.
- Ability to work independently and strong self-discipline to complete necessary activities in a timely manner and manage competing priorities.
- Must have excellent interpersonal and organizational skills. And be able to use discretion and maintain information in the strictest confidence.
- The ability to communicate in both official languages **(French and English), both oral and written, is required.**:

- Successful completion of financial planning and life insurance designations such as CFP, CLU, and CHS designations.
- Valid driver's license

**What's in it for you**:

- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

About Coughlin & Associates Ltd.:
Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include:

- Group benefits consulting and plan marketing
- Plan administration and correspondence
- Claims adjudication and payment

Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada’s most respected companies, unions and public service organizations

  • Financial Consultant

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 196530 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...

  • Financial Consultant

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 198289 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant - Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities. **Is this role right...

  • Associate Consultant

    3 weeks ago

    Ottawa, Canada co-operators Financial Services Full time

    p>Co-operators Financial Services is a leading Canadian financial services cooperative offering multi-product insurance solutions, wealth management products, as well as services and advice that contribute to financial stability and security. With over $56 billion in assets under management, we offer security and financial solutions through property &...

  • Financial Consultant

    7 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 187418 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...

  • Financial Consultant

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 197699 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...

  • Professional Financial Consultant

    2 days ago

    Ottawa, Ontario, Canada BMO Financial Full time

    About the RoleWe are seeking a skilled and dedicated Professional Financial Consultant to join our team at BMO Financial Group. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide expert financial planning and investment advice to our clients, helping them make informed...

  • Strategic Financial Services Consultant

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    We are seeking a Strategic Financial Services Consultant to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your primary focus will be on investment sales and new client acquisition, as well...

  • Associate Financial Consultant

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 199816 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant - Digital Channels to join our team. Reporting to the...

  • Bilingual Associate Financial Consultant Digital

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 193264 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant - Digital Channels to join our team. Reporting to the...

  • Financial Consultant

    7 months ago

    Ottawa, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial...

  • Financial Services Consultant

    3 weeks ago

    Ottawa, Ontario, Canada People Exchange Inc on behalf of SISIP Financial Full time

    About the RoleWe are seeking a highly skilled and bilingual Financial Services Consultant - Insurance Solutions to join our team at People Exchange Inc on behalf of SISIP Financial.Job DescriptionIn this exciting role, you will be responsible for executing an ongoing business/client acquisition strategy and retention activities to ensure consistent growth in...

  • Regional Accounts Financial Consultant 1

    7 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 195832 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...

  • Senior Financial Consultant

    2 months ago

    Ottawa, Canada Scotiabank Full time

        Requisition ID: 210269 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Ottawa. Reporting to the Regional...

  • Senior Financial Consultant

    4 weeks ago

    Ottawa, Canada Scotiabank Full time

        Requisition ID: 210269 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Ottawa. Reporting to the Regional...

  • Service Consultant

    7 months ago

    Ottawa, Canada People Corporation Full time

    We are seeking a Service Consultant to join our team in Ottawa. The Service Consultant serves as the main point of contact between People Corporation and our clients. The Service Consultant will play an integral role in managing the implementation of new clients as well as providing top notch support to our existing clients. **The Service Consultant...

  • Financial Consultant

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    We are seeking a skilled and client-focused Financial Consultant, Regional Accounts to join our team at Scotiabank.About the RoleThis is a challenging opportunity for a talented professional to reengage clients and promote our financial services. As a Financial Consultant, you will connect with clients virtually, by phone and by email to conduct discovery...

  • Financial Advisor

    8 months ago

    Ottawa, Canada CAPCORP Financial Full time

    CAPCORP Financial Corporation is one of Canada’s leading independent financial services companies. We help business owners maximize the value of their greatest asset - their business. Employing leading experts in the fields of retirement planning, estate planning, succession planning, charitable bequests and insurance brokering, we provide our clients with...

  • Wealth Planning Consultant

    6 months ago

    Ottawa, Canada BMO Financial Group Full time

    979 Bank Street 6th Flr Ottawa Ontario,K1S 5K5 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

  • Senior Financial Portfolio Manager

    3 weeks ago

    Ottawa, Ontario, Canada co-operators Financial Services Full time

    As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

  • Financial Services Consultant

    2 weeks ago

    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking an experienced and client-focused Financial Services Consultant to join our team. As a key member of our sales team, you will play a critical role in providing exceptional customer service and developing long-term relationships with clients.Key ResponsibilitiesClients First: Provide personalized banking services to clients,...