Financial Services Coordinator

3 weeks ago

Greater Calgary Metropolitan Area, Canada GoInsureMe.ca Full time

We're hiring a Financial Services Engagement and Marketing Coordinator

Are you life insurance licensed and looking for a dynamic sales and marketing support role in the financial services industry? Do you like a balanced workload that includes client service, marketing and administration?


We seek a creative professional with strong organizational skills who enjoys documenting and following processes and improving workflows in a digital environment. Experience with industry-related software and platforms and an LLQP license are required.


About this Role:

The Financial Services Engagement and Marketing Coordinator will play a pivotal role in operationalizing strategy by improving existing processes and workflows, supporting daily operations, manage marketing and administrative functions in alignment with best practices, compliance, regulations, and firm guidelines.


In the initial phase, you'll focus on updating communication and service delivery systems for a modern workplace. It includes the integration and streamlining of administrative and marketing functions. As these systems mature, your role will shift to more client-facing tasks like sales support and nurturing existing client relationships.  


What You'll Do:

Process and Workflow Setup (Initial Focus)

a. Design and implement efficient processes for regulatory and compliance documentation.

b. Automate CRM workflows to streamline investment and insurance transactions.

c. Process documentation and help improve overall operational efficiency.

d. Support new and existing team members on the processes and workflows.


Meeting Preparation

a. Prepare compliance documents and tailored sales materials for client and prospect meetings.

b. Ensure all materials meet industry standards and client needs.


Client Engagement

a. Facilitate insurance applications and account updates for existing clients.

b. Service and deepen relationships with existing clients and maintain accurate records.


Sales Enablement (Growth Focus)

a. Support and develop resources to address client questions and communicate product benefits.

b. Assist in transitioning customers into long-term clients through tailored solutions.


Marketing Coordination

a. Execute marketing strategies that help engage and support customers and clients meaningfully.

b. Manage client communications and campaigns to enhance engagement.


What We're Looking For:

Education

• LLQP Life and Accident and Sickness LLQP insurance license required.

• Post-secondary education in Communications, Marketing, Business, or Finance is an asset.


Experience

• Familiar with industry-related software and platforms. It may include third-party software, CRMs, carrier and MGA platforms. 

• Knowledge of the sales and administration compliance and regulatory requirements for life and health insurance products.


Skills

• Proficiency in 365 Microsoft Office

• Easily navigate industry-specific software; multiple carriers and back office platforms required.

• Experience using cross-platform graphic design tools to manage existing branded content.

• Strong organizational, time management, and communication skills.

• Knowledge of Alberta insurance products, focusing on servicing existing client needs.


Attributes

• Process-driven, client-focused, team-oriented, with a keen eye for detail.

• Able to shift between operational tasks and client-facing responsibilities and opportunities as you and the role grow and evolve.


About Us

Go Insure Me is part of Let's Plan and is dedicated to providing value and advice in insurance, investments, and financial planning. We think doing what is best and doing what is right should always be the same.


What We Offer

• A supportive, inclusive team culture focused on growth and collaboration.

• Total compensation includes base, health benefits, matched retirement savings plan, performance-based bonus+.


How to Apply

Submit your resume and a cover letter explaining your qualifications and interest in the role.


Our Commitment to Diversity

We are an equal opportunity employer committed to fostering an inclusive and diverse workplace. We encourage applications from candidates of all backgrounds, including Indigenous peoples, Black and racialized communities, LGBTQ2S+ individuals, women, and persons with disabilities.


Acknowledgement

We acknowledge the traditional territories of the Blackfoot Confederacy (Siksika, Kainai, Piikani), the Tsuut'ina, the Îyâxe Nakoda Nations, and Métis Nation Region III. As settlers and Indigenous team members, we are thankful to live, work, and play, fostering a community of mutual respect and understanding.

  • Financial Services Coordinator

    3 weeks ago

    Greater Calgary Metropolitan Area, Canada GoInsureMe.ca Full time

    We're hiring a Financial Services Engagement and Marketing Coordinator! Are you life insurance licensed and looking for a dynamic sales and marketing support role in the financial services industry? Do you like a balanced workload that includes client service, marketing and administration? We seek a creative professional with strong organizational skills who...

  • Financial Services Coordinator

    3 weeks ago

    Greater Calgary Metropolitan Area, CA GoInsureMe.ca Full time

    We're hiring a Financial Services Engagement and Marketing Coordinator!Are you life insurance licensed and looking for a dynamic sales and marketing support role in the financial services industry? Do you like a balanced workload that includes client service, marketing and administration?We seek a creative professional with strong organizational skills...

  • Financial Services Operations Coordinator

    3 weeks ago

    Greater Calgary Metropolitan Area, Canada GoInsureMe Full time

    Job Title: Financial Services Operations CoordinatorWe're looking for a skilled professional to join our team as a Financial Services Operations Coordinator.This role involves improving existing processes and workflows, supporting daily operations, managing marketing and administrative functions in alignment with best practices, compliance, regulations, and...

  • Financial Operations Coordinator

    3 weeks ago

    Greater Toronto Area, Canada IFG - International Financial Group Full time

    Are you a detail-oriented individual looking to make a difference in the financial industry? We are seeking an experienced Financial Operations Coordinator to join our team at IFG - International Financial Group.About the Role:We are looking for a highly organized and efficient individual to manage administrative tasks, maintain accurate records, and provide...

  • Financial Services Coordinator

    3 weeks ago

    Greater Calgary Metropolitan Area, Canada GoInsureMe Full time

    About UsGo Insure Me, a division of Let's Plan, is dedicated to providing valuable advice and services in insurance, investments, and financial planning. We believe that doing what is best and right should always align.Job OverviewWe are seeking a highly organized and process-driven Financial Services Engagement and Marketing Coordinator to join our team....

  • Financial Analyst Coordinator

    3 weeks ago

    Greater Edmonton Metropolitan Area, Canada TRITAN Group Recruitment Full time

    About the RoleLocated in Edmonton, we are seeking an experienced Financial Analyst Coordinator to join our team. The successful candidate will be responsible for performing various accounting and payroll processes using Business Central Enterprise Resource Planning.Key ResponsibilitiesProcess daily and periodic accounting tasks including accounts payable,...

  • Help Desk Specialist

    3 days ago

    Calgary, Alberta, Canada Neilson Financial Services Full time

    About Neilson Financial ServicesAt Neilson Financial Services, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.Career OverviewWe've evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global...

  • Care Coordinator

    2 weeks ago

    Greater Toronto Area, Canada Reconnect Health Services Full time

    About UsReconnect Health Services is a renowned not-for-profit healthcare provider dedicated to delivering exceptional client-centered care in the west end of Toronto. Our organization takes pride in being at the forefront of innovation and compassion, making us an ideal employer for those seeking a fulfilling career.Job DescriptionWe are currently seeking a...

  • IT Support Specialist

    1 week ago

    Calgary, Alberta, Canada Neilson Financial Services Full time

    We are seeking a highly skilled IT Support Specialist to join our team at Neilson Financial Services. As an integral part of our operations, this role will play a crucial role in ensuring the smooth delivery of our services. With a strong focus on technical expertise and customer satisfaction, you will be responsible for managing and maintaining computer...

  • Corporate Services Paralegal Coordinator Lead

    3 weeks ago

    Greater Calgary Metropolitan Area, Canada Urban Legal Recruitment Inc. Full time

    Urban Legal Recruitment Inc. is seeking an experienced Corporate Services Paralegal Coordinator to join their Calgary office.About the RoleThis dynamic role will be a key member of our team, providing guidance and leadership to the paralegal team with workflow management, change management, talent management, and process improvement. You will work on complex...

  • Financial Protection Specialist

    3 weeks ago

    Calgary, Alberta, Canada Neilson Financial Services Full time

    About UsAt Neilson Financial Services, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.

  • Financial Record Coordinator

    3 weeks ago

    Calgary, Alberta, Canada Star Insurance Services Inc] Full time

    Company OverviewAt Star Insurance Services Inc, we strive to provide our clients with exceptional service and personalized solutions.Job SummaryWe are seeking a skilled Bookkeeper to join our team. The successful candidate will be responsible for maintaining accurate financial records, preparing statements, and ensuring compliance with regulatory...

  • Senior Data Coordinator

    3 weeks ago

    Greater Toronto Area, Canada IFG - International Financial Group Full time

    Job OverviewIFG - International Financial Group is seeking a highly organized and detail-oriented Senior Data Coordinator to join our team. The successful candidate will be responsible for ensuring the accuracy and integrity of employee records and position management changes through established internal control mechanisms.About the RoleThis is a full-time...

  • Financial Tax Professional

    3 weeks ago

    Greater Toronto Area, Canada IFG - International Financial Group Full time

    About IFG - International Financial GroupWe are a reputable financial services firm seeking an experienced Financial Tax Professional to join our team.Salary: $80,000 - $110,000 per year, depending on experience.Job DescriptionThis role involves providing high-level tax support to our clients, including reviewing tax returns and ensuring accuracy and...

  • Senior Financial Operations Manager

    3 weeks ago

    Greater Montreal Metropolitan Area, Canada Advanceo Full time

    Advanceo is a rapidly growing firm that specializes in fractional finance and accounting services. We're looking for a seasoned Senior Financial Operations Manager to join our team.About the RoleThis is an exciting opportunity to work with a diverse range of clients across various sectors, managing their day-to-day financial operations and ensuring financial...

  • Senior Financial Strategist

    2 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    Transforming Financial Services for the BetterWe are seeking a seasoned Treasury Manager to join our Finance team in Calgary, AB. As our next Senior Financial Strategist, you will play a pivotal role in optimizing our capital deployment and cash management activities.Key Responsibilities:Oversee the debt facilities management program by coordinating lender...

  • Chief Financial Officer for E-commerce Activewear Startup

    3 weeks ago

    Greater Vancouver Metropolitan Area, Canada Corporate Recruiters Ltd. Full time

    We're seeking a skilled and experienced Chief Financial Officer to join our dynamic team at Corporate Recruiters Ltd. as we continue to grow and expand our e-commerce activewear business.As the Director of Finance, you'll be responsible for overseeing all aspects of financial planning, budgeting, forecasting, and analysis. You'll work closely with our...

  • Warranty Services Coordinator

    3 weeks ago

    Greater Toronto Area, Canada Groom & Associés Associates Full time

    We are seeking a Warranty Services Coordinator to join our team at Groom & Associés / Associates. The successful candidate will provide fair, timely, quality and consistent service and technical advice to vendors, builders, consultants, condominium corporations, property managers, homeowners and lawyers regarding condominium common element warranty related...

  • Financial Aid Coordinator

    6 months ago

    Greater Sudbury, Canada Northern Ontario School of Medicine Full time

    Reporting to the Director, Learner Support Services (LSS), the Financial Aid Coordinator performs complex administrative duties which support the financial wellness of all NOSM University (NOSM U) learners. The Financial Aid Coordinator assists the LSS Office in financial wellness coordination, planning, information management, communication, and project...

  • Property Management Coordinator

    3 weeks ago

    Greater Vancouver Metropolitan Area, Canada HighView Partners Full time

    HighView Partners, a North Shore-based boutique property management company, seeks an experienced Property Administrator to join their team. With a focus on delivering tailored solutions to clients across the Lower Mainland and Toronto, this role offers a unique opportunity for career growth and development.About the CompanyOur client is a well-established...