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

  • Customer Service

    2 days ago

    Richmond Hill, Canada Window Door Specialist Full time

    Located in Richmond Hill, Ontario; The Window and Door Specialist have been providing top quality windows and doors in the GTA for over 35 years. The Window & Door Specialist’s core values are “Honesty, Integrity, and Trust”. As a member of our team you will exemplify those values while providing top notch product knowledge and customer service to...

  • Banking Advisor

    2 days ago

    Richmond, Canada National Bank of Canada 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...

  • Tax Specialist

    2 weeks ago

    Richmond, Canada Graymont Full time

    Canada - BC - Richmond **Tax Specialist** **Full-Time, Permanent** **Richmond, BC** Graymont is seeking a **Tax Specialist** to support global tax compliance and provision activities while gaining exposure to international tax planning. We’re looking for a curious, growth-oriented professional eager to develop expertise and contribute to a dynamic,...

  • 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 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...

  • Practice Enablement Specialist

    1 week ago

    Richmond, Canada Sage Group PLC Full time

    We are expanding our team that specializes in serving bookkeeping and accounting practices across Canada. Sage is a market leader in Accounting and Payroll software and provides a unique and highly compelling suite of solutions for bookkeeping and accounting practices. The Practice Enablement Specialist is key to ensuring practices using Sage solutions for...

  • Pain Specialist

    6 days ago

    Richmond Hill, Canada Medical Marijuana Consulting Clinic Full time

    **Position**: Casual - Pain Specialist **Expected Start Date**: As soon as possible **Hourly Rate**: $250-300/hr **Location**: Remote **About Medical Marijuana Consulting**: Launched in 2017, Medical Marijuana Consulting, a Sensi Brands company, is focused on providing white-glove services to our patients and supporting them at every stage of their...

  • Tax Specialist

    2 weeks ago

    Richmond, British Columbia, Canada Graymont Full time

    Canada - BC - RichmondTax SpecialistFull-Time, PermanentRichmond, BCGraymont is seeking aTax Specialistto support global tax compliance and provision activities while gaining exposure to international tax planning. We're looking for a curious, growth-oriented professional eager to develop expertise and contribute to a dynamic, global organization.Reporting...

  • Associate Advisor

    7 days ago

    Richmond Hill, Ontario, Canada RBC Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.  The Richmond Hill RBC Dominion Securities branch is seeking...

  • Tax Specialist

    4 days ago

    Richmond, Canada Graymont Limited Full time

    Graymont is seeking a Tax Specialist to support global tax compliance and provision activities while gaining exposure to international tax planning. We’re looking for a curious, growth-oriented professional eager to develop expertise and contribute to a dynamic, global organization. Reporting to the Tax Manager, the Tax Specialist will be part of a highly...

  • Tax Specialist

    2 weeks ago

    Richmond, Canada Graymont Limited Full time

    Canada - BC - Richmond Tax SpecialistFull-Time, Permanent Richmond, BCGraymont is seeking a Tax Specialist to support global tax compliance and provision activities while gaining exposure to international tax planning. We’re looking for a curious, growth-oriented professional eager to develop expertise and contribute to a dynamic, global...