Senior Wealth Advisor building and deepening client relationships while managing financial portfolios for Baldwin Group. Delivering comprehensive financial planning utilizing integrated advice platform.
About the role
- Service Representative managing client relations for investment and individual insurance products at Beneva. Engaging in business development and offering financial advice to clients.
Responsibilities
- 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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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