Compliance Administrator
2 months ago
Le réseau d’assurance IDC Worldsource Inc. est un agent général de gestion (AGG) en services financiers ayant un objectif unique : être le principal AGG pour tous les conseillers indépendants au Canada. Nous cherchons avant tout à offrir aux conseillers une approche complète et souple à même de faire face aux défis du monde de la finance en évolution. Les conseillers sont soutenus par une équipe bien établie et chevronnée de chefs de file; une équipe qui s’adapte à l’innovation et qui s’est engagée à partager son savoir-faire solide dans l’industrie des assurances.
**Choix du lieu de travail à l’embauche**:
- 5500 avenue Royalmount, Montréal (QC) H4P 1H7
- 1205 rue Ampère, Boucherville (QC) J4B 7M6
- 1280 Boul. Lebourgneuf, Québec (QC) G2K 0H1
- 2400 rue Michelin, Laval (QC) H7L 5C3
**RESPONSABILITÉS**:
- Effectuer la mise en place et le contrôle en continu du programme de conformité de 1er niveau pour des cabinets/conseillers spécifiques;
- Analyser des informations, effectuer des études, élaborer et proposer des recommandations;
- Rédaction de rapports;
- Interagir régulièrement avec les cabinets/conseillers et clients;
- Répondre à diverses demandes de renseignements;
- Toutes autres tâches connexes.
**COMPÉTENCES**:
- Aptitudes interpersonnelles, facilité à la communication orale et écrite
- Être capable de gérer un flux de travail important et établir des priorités
- Faire preuve d’initiative et d’autonomie
- 1 à 3 ans d’expérience dans un poste similaire
- Bilinguisme (afin de desservir les conseillers/cabinets hors Québec)
- Connaissance du logiciel Wealthserv (un atout)
**CONDITIONS DIVERSES**:
- Salaire compétitif en lien avec l’expérience;
- Un régime d’avantage sociaux complet et généreux;
- Fonds de pension avec participation de l’employeur;
- Horaire hybride;
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IDC Worldsource Insurance Network Inc. is a financial services general agent (MGA) with a single goal: to be the leading MGA for all independent advisors in Canada. Our focus is on providing advisors with a comprehensive and flexible approach that can meet the challenges of the evolving world of finance. Advisors are supported by a well-established and experienced team of leaders; a team that adapts to innovation and is committed to sharing its solid know-how in the insurance industry.
**Choice of workplace when hiring**:
- 5500 avenue Royalmount, Montréal (QC) H4P 1H7
- 1205 rue Ampère, Boucherville (QC) J4B 7M6
- 1280 Boul. Lebourgneuf, Québec (QC) G2K 0H1
- 2400 rue Michelin, Laval (QC) H7L 5C3
**RESPONSIBILITIES**:
- Implement and continuously monitor the 1st level compliance program for specific firms/advisors;
- Analyzes information, conducts studies, develops and proposes recommendations;
- Report writing;
- Interact regularly with firms/advisors and clients;
- Respond to various inquiries;
- Any other related tasks.
**QUALIFICATIONS**:
- Interpersonal skills, oral and written communication skills
- Be able to manage a large workflow and set priorities
- Demonstrate initiative and autonomy
- 1 to 3 years of experience in a similar position
- Bilingualism (to serve advisors/firms outside Quebec)
- Knowledge of Wealthserv software (an asset)
**MISCELLANEOUS CONDITIONS**:
- Competitive salary commensurate with experience;
- A comprehensive and generous benefits plan;
- Pension funds with employer participation;
- Hybrid schedule;
**Benefits**:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Life insurance
- Paid time off
- Vision care
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Mont-Royal, QC H4P 1H7
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