Technicien En Sécurité Financière

Beneva

Canada
Hybrid
Respond to client requests
Support advisors and sales partners
Perform calculations and compilations
As a financial security technician, you will follow up on client requests for Investment and Retirement, support advisors and sales partners, perform various calculations and compilations related to submission requests, simplify information, welcome visitors, and receive and make phone calls

Job Summary

  • As a financial security technician, you will follow up on client requests for Investment and Retirement, support advisors and sales partners, perform various calculations and compilations related to submission requests, simplify information, welcome visitors, and receive and make phone calls.
  • You will perform various transactions and manipulations in business line-specific computer systems to provide first-contact resolution for our clients and advisors.
  • Know provincial and federal laws related to investment and retirement products, management systems, and supporting documentation.

Matching Summary

As a financial security technician, you will follow up on client requests for Investment and Retirement, support advisors and sales partners, perform various calculations and compilations related to submission requests, simplify information, welcome visitors, and receive and make phone calls.

Skills & Requirements

Must-have

  • respond to client requests
  • support advisors and sales partners
  • perform calculations and compilations
  • interpret advisor requests
  • continuous learning and development

Nice-to-have

  • contribute to community well-being
  • foster a sense of tranquility

Key Requirements

  • DEC diploma
  • Person insurance license is an asset
  • Oral communication skills
  • Advanced French proficiency
  • Advanced English proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter