Financial Services Representative

2 months ago

Montréal, Canada LifeWorks Full time

TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

Le représentant des services financiers travaillera au sein d'une équipe pour offrir un service de qualité aux participants du régime.

**Responsibilities**:
- Establish relationship with terminated group plan members and review their investments and provide guidance related to their financial needs- Review investments and help with asset consolidation- Contribute to sales target and asset retention- Receives and responds to routine plan enquiries and requests from clients- Takes direction from, and supports, senior team members- Attends internal training sessions to build knowledge of industry topics and trends- Assists with special projects, as required

**Requirements**:
- Bilingualism (English and French) is required- Valid and active Insurance of person license in Quebec (1a) an asset- 0 to 2 years of sales experience in the financial services industry- Knowledge of Defined Contribution pension plans, Defined Benefit and tax legislation- Exceptional client service with strong professional acumen- Dedicated team player, who demonstrates initiative and independence- Excellent communication (oral and written) and organizational skills- Advance proficiency in MS Office Suite (Word, Outlook); expert proficiency in Excel- CEBS or PPAC an asset

LI-JR1

Where permitted by law, company employees must be fully immunized to access a TELUS Health office or customer premises.

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