Hybrid Service Representative – Investment and Retirement Products

Posted 4 weeks ago

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About the role

  • Perform business development activities and maintain strong client relationships
  • Communicate with and support market intermediaries by providing information on various types of products and services
  • Serve as a client contact and resource person for advisors
  • Analyze complex files submitted by managers and propose solutions
  • Support sales representatives during campaigns to develop new entities
  • Review and use contractual documents and financial reports

Requirements

  • Bachelor's degree in Business Administration or another relevant field
  • Minimum 5 years of experience in financial products
  • Knowledge of individual insurance and investment products
  • AMF personal insurance license (Autorité des marchés financiers) or commitment to obtain it
  • Fluent in French (spoken and written) and functional/working proficiency in English (spoken and written)

Benefits

  • Health insurance
  • Defined benefit pension plan
  • Flexible schedule
  • Paid vacation time
  • Employee assistance program
  • Telemedicine service
  • Professional development opportunities

Job title

Service Representative – Investment and Retirement Products

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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