Basic or Advanced EMT for Plasma Donation Center at Grifols, improving healthcare since 1909. Join an international team ensuring donor suitability and satisfaction at plasma donation centers.
About the role
- Bilingual Advisor providing holistic financial and wealth solutions to clients at Sun Life. Engaging with clients to assess needs and recommend tailored insurance and investment solutions while working in a hybrid model.
Responsibilities
- Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice
- Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals
- Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs
- Help clients be ‘retirement ready’ through the use of planning tools
- Conduct investment risk assessments and provide solutions aligned with their investment profile
- Work closely with Branch Manager and support teams to stay current on product and regulatory updates
- Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada
- Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
- Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement
Requirements
- Bachelor degree or 2+ years of relevant experience
- Valid sales and service experience (preferably in insurance)
- Strong knowledge and passion of retail insurance and investment products
- Experience doing business over the phone
- Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Excellent communication skills, both written and verbal
- Strong relationship building skills
- Strong problem solving skills
- Adaptable and resourceful
- A valid and active Mutual Fund License (CIRO), or courses completed (IFIC or CSC certification)
Benefits
- Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Bilingual Medical Specialist for plasma donation centers. Ensuring donor suitability and providing healthcare education and counseling.
Center Medical Specialist seeking bilingual EMT or LVN for Grifols plasma donation center in Houston, Texas, supporting healthcare services and donor management.
Supervisor Bilíngue ensuring efficient operational management processes and compliance at Allianz Partners. Managing costs, reports, and performance indicators with operational efficiency.
Personal Banker providing products and services to enhance customer relationships for WSFS Bank. Engaging with clients to understand their financial needs and opening new accounts.
Bilingual Licensed Associate Therapist providing counseling and therapy services in Arizona. Ascend Healthcare offers integrated mental health services through remote and in - person interactions.
Bilingual Social Worker advocating for individuals with developmental disabilities and their families. Managing cases and coordinating services in a hybrid work environment.
Bilingual Service Center Specialist II providing HR support for Cox Automotive employees. Delivering exceptional customer service via phone, email, and digital channels while handling various HR - related inquiries.
Senior Associate at PwC specializing in cybersecurity and Privileged Access Management solutions. Delivering comprehensive security solutions and mentoring junior team members.
Bilingual Rehabilitation Specialist in a remote role at Recruit Action managing rehabilitation cases and supporting return - to - work initiatives. Requires autonomy and decision - making to make a meaning impact.