Technicien En Sécurité Financière

beneva.ca

Hybrid
Handle client requests
Support advisors and sales partners
Perform calculations and compilations
Beneva is seeking a Financial Security Technician to support investment and retirement inquiries, assist advisors and sales partners, and perform administrative tasks. The ideal candidate should possess strong communication skills in both French and English, alongside relevant educational qualifications and, preferably, a license in life insurance

Job Summary

  • As a financial security technician, you will follow up on client requests from 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

Match Score: 85

Beneva is seeking a Financial Security Technician to support investment and retirement inquiries, assist advisors and sales partners, and perform administrative tasks. The ideal candidate should possess strong communication skills in both French and English, alongside relevant educational qualifications and, preferably, a license in life insurance.

Skills & Requirements

Must-have

  • Handle client requests
  • Support advisors and sales partners
  • Perform calculations and compilations
  • Communicate with external advisors
  • Perform administrative tasks
  • Handle phone and email communication

Nice-to-have

  • Continuous learning and development
  • Contribute to collective work
  • Welcome visitors and provide information

Key Requirements

  • DEC diploma required
  • Personal insurance license is an asset
  • Advanced French proficiency
  • Advanced English proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter