Représentant De Service En Investissement Et Retraite Et Produits D’assurance Individuelle

beneva.ca

Hybrid
5 years financial products experience
Individual insurance and investment knowledge
French language fluency required
Beneva is seeking a Representative in Investment and Retirement Services and Individual Insurance Products to enhance client relations and support business development. The ideal candidate will have a background in financial products, strong communication skills, and a commitment to providing exceptional service

Job Summary

  • This role serves as the primary point of contact for clients, offering human service and advice on individual insurance and financial products.
  • The successful candidate will master laws and regulations regarding investment, retirement, and individual insurance products while supporting market intermediaries.
  • Beneva prioritizes client experience, seeking a trusted voice to analyze complex cases and propose solutions for internal and external stakeholders.

Matching Summary

Match Score: 85

Beneva is seeking a Representative in Investment and Retirement Services and Individual Insurance Products to enhance client relations and support business development. The ideal candidate will have a background in financial products, strong communication skills, and a commitment to providing exceptional service.

Skills & Requirements

Must-have

  • 5 years financial products experience
  • Individual insurance and investment knowledge
  • French language fluency required
  • Regulatory compliance mastery
  • Complex case analysis skills

Nice-to-have

  • Strong relationship building abilities
  • English functional proficiency
  • Client-centric service mindset
  • Problem-solving for intermediaries
  • Team collaboration spirit

Key Requirements

  • Bachelor's degree in administration or relevant discipline
  • Minimum 5 years in financial products domain
  • AMF Individual Insurance License (or commitment to obtain)
  • Fluency in French (oral and written)

Work Rights

Not specified

Tailored Resume

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