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Financial Services Support Specialist

3 weeks ago

Oakville, Ontario, Canada People Corporation Full time
About Us:

People Corporation is 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.

We are committed to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. We strive to provide an inclusive, accessible environment where all employees and clients feel valued, respected, and supported.

Job Requirements:
  • 5+ years of experience in the financial services industry.
  • Excellent time management skills with the ability to prioritize tasks and meet deadlines.
  • The ability to work under pressure and take ownership of work.
  • Exceptional communication skills.
  • Proficiency with Microsoft Office products, including Excel.

Responsibilities:
  • Provide confidential support to Senior Account Executives.
  • Prepare marketing, renewal, and new business proposals.
  • Act as the primary point of contact for client inquiries, responding promptly to questions and requests.
  • Meet/exceed new business sales targets.
  • Maintain professional and technical knowledge by attending educational workshops, reviewing industry publications, and participating in professional societies.

Preferred Qualifications:
  • Mutual Funds License or willingness to obtain.
  • Certified Financial Planner (CFP) designation either studying or qualified.
  • LLQP (Life License Qualification) in good standing/willingness to obtain.
  • Certified Employee Benefit Specialist (CEBS) designation either studying or qualified.