Insurance Advisor Assistant

Who we are:

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 43 branches across Canada.

Career opportunity:

The Insurance Advisor Assistant plays a crucial role in supporting all activities required by the Investment Advisor. This role requires an individual who is professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance. This opportunity is a permanent full-time role based out of our Winnipeg, Manitoba Office, offers sales bonuses based on insurance sales, and a possible career path to becoming an Investment Advisor.

You will be responsible for:

• Conducting insurance needs analysis for clients;
• Completing insurance applications with clients;
• Providing after sale servicing for insurance clients;
• Enhancing advisor’s effectiveness by providing information management support;
• Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
• Open accounts and manage documentation requirements;
• Process and follow up on account opening, transfer and other type of requests;
• Handle incoming and outgoing phone calls with clients and respond to requests for information;
• Organizing and coordinating meetings and conference calls;
• Preparing internal and client reports, client correspondence and taking ownership of project work;
• Answer phone calls promptly, screen calls and redirect appropriately;
• Maintain office premises standards for appearance;
• Maintain accurate and up-to-date client records, including financial and personal information;
• Ensure compliance with company policies and regulations, including those related to client privacy and confidentiality.

The ideal candidate for this position has:

• Currently holds Life License Qualification Program (LLQP);
• Proficient with Microsoft Office particularly Word, Excel, PowerPoint & Outlook;
• Proven verbal and written communication skills;
• Ability to learn quickly and identify opportunities to add value;
• Strong organizational skills;
• Meticulous attention to detail;
• Superior customer service skills;
• Ability to prioritize, multitask, work within time constraints and follow-up;
• Ability to work in a team environment and demonstrate a professional and friendly manner;
• Minimum of 2-years investment industry experience an asset.

Definitive Assets:

• Knowledge of National Bank and/or NBIN systems;
• Excellent verbal and written communication skills;
• Fluent in both English and French is an asset.

Salary Range:

$45,000-$60,000 per annum, plus bonus based on insurance commissions (actual salary offered will be commensurate with education, experience, designations, and internal parity).

Diversity and Inclusion:

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.