Financial Advisor providing online consultations in finance and insurance, focusing on existing and warm leads. Using digital tools and modern approaches to assist clients in financial decisions.
Associate/Engagement Manager managing project workstreams in financial services consulting. Focusing on insurance and asset management with opportunities for growth.
Auto Insurance Trainee role selling insurance solutions and providing customer service for HUB International. Building client relationships, processing transactions, and promoting insurance products.
Directeur Principal gérant la transformation numérique et opérationnelle de l’assurance collective. Supervisant les équipes de support et assurant la gestion des budgets des projets.
Commercial Property and Casualty Insurance Agent at Beneva in Quebec, responsible for assessing business insurance risks and advising clients. Collaborates with agents and clients for optimal insurance solutions
Health Insurance Program Advisor managing Alberta Health Insurance operations within the registry Agent Network. Focused on administration, performance monitoring and compliance reporting.
Assurance Associate II assisting in audits and communicating with leaders and client personnel at BPM. Contributing to audit strategy and maintaining client relationships in assurance engagements.
Assurance Senior managing audits and executing assurance engagements for clients at BPM. Supervise team members and develop client relationships while fostering a positive work environment.