20 meilleures offres (payroll analyst, finance, ottawa, on) (à pourvoir)

Associate Financial Advisor
The Co-operators —Nepean, ON
- De 56 000 $ à 90 000 $ par an
- Temps plein
- Travail hybride
- Vente
- Microsoft Office
- Finance
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Associate Insurance Advisor II
The Co-operators —Nepean, ON
- De 52 000 $ à 90 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Vente
- Service à la clientèle
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Adjoint·e à la direction générale – Pôle Finance
Interprétation signes et paroles —Gatineau, QC
- De 32 $ à 40 $ de l’heure
- Temps plein
- Travail hybride
- Microsoft Word
- Anglais
- Finance
- Assurance Invalidité
- Congés payés
Postuler rapidement
il y a 4 jours
Client Executive, Personal Insurance
NFP Corp —Nepean, ON
- De 67 200 $ à 107 500 $ par an
- Temps plein
- Travail hybride
- Esprit d'analyse
- Capacités de présentation
- Compétences en informatique
Postuler rapidement
il y a 3 jours
Coordonnateur·trice - Administration et finances
Tango - Solutions RH —Gatineau, QC
- À partir de 70 000 $ par an
- Temps plein
- Anglais
- Sens de l'organisation
- En présentiel
Postuler rapidement
Licensed Mortgage Agent
CENTUM Financial Group —Ottawa, ON
- De 50 000,00 $ à 116 394,20 $ par an
- Temps plein
- Travail hybride
- Logiciels de GRC/CRM
- Vente
- Service à la clientèle
Postuler rapidement
Associate Director FP&A
Stevenson & White —Ottawa, ON
- De 132 000 $ à 155 000 $ par an
- Contrat
- Travail hybride
- Finance
- Baccalauréat
- Gestion d'équipe
AUTOMOTIVE SUBPRIME SALES FINANCE MANAGER
Hello Motors —Ottawa, ON
- De 90 000,00 $ à 182 205,45 $ par an
- Temps plein
- Bilingue
- Vente
- Service à la clientèle
Postuler rapidement
Fractional Controller
OTUS Nonprofit CFOs —Ottawa, ON
- De 70 000 $ à 90 000 $ par an
- Temps partiel
- Travail hybride
- Microsoft Office
- Gestion d'équipe
- Mentorat
- Congés payés
- Travail à domicile
Postuler rapidement
il y a 11 jours
Financial Advisor - Automotive Financial Advisor (Sales)
Approval Genie —Ottawa, ON
- De 80 000 $ à 130 000 $ par an
- Temps plein
- Vente
- Services financiers
- En présentiel
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 3 jours
Automotive Finance Manager
Prio Auto Sales —Nepean, ON
- De 150 000 $ à 280 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Compétences en informatique
- Réductions Tarifaires
- Assurance Dentaire
Postuler rapidement
il y a 5 jours
Finance Business Partner
Stevenson & White —Ottawa, ON
- De 77 000 $ à 92 000 $ par an
- Contrat
- Travail hybride
- Systèmes PGI
- Gestion de budget
- Affaires
il y a 4 jours
Mortgage Specialist - Gatineau
Scotiabank —Gatineau, QC
- Vente
- Services financiers
- Compétences en communication
- Assurance Dentaire
Mortgage Underwriting Assistant
Eddy Khoury Mortgages —Vanier, ON
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Bilingue
- Microsoft Excel
- Anglais
Postuler rapidement
Mortgage Specialist
BMO Financial Group —Gatineau, QC
- Temps plein
- Développement commercial
- Esprit d'analyse
- Services financiers
- Bourses d'Études
- Assurance Vie
Senior Financial Analyst
Stevenson & White —Ottawa, ON
- De 90 000 $ à 110 000 $ par an
- Finance
- Esprit d'analyse
- Comptabilité
Controller
Stevenson & White —Ottawa, ON
- De 100 000 $ à 125 000 $ par an
- Microsoft Excel
- Finance
- Gestion d'équipe
Contrôleur·euse financier·ère / Financial Controller
Tango - Solutions RH —Gatineau, QC
- De 90 000 $ à 100 000 $ par an
- Temps plein
- Esprit d'analyse
- Expérience en supervision
- Amélioration continue
Postuler rapidement
il y a 2 jours
Research and Financial Planning Associate
Ryan Lamontagne Inc. —Ottawa, ON
- 55 000 $ par an
- Temps plein
- Recherche
- Finance
- Baccalauréat
- Assurance Dentaire
- Assurance Vie
Postuler rapidement
il y a 3 jours
Subprime Finance Manager
Prio Auto Sales —Nepean, ON
- De 80 000 $ à 180 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Sens de l'organisation
- Réductions Tarifaires
- Assurance Dentaire
Postuler rapidement
il y a 5 jours

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Associate Financial Advisor

The Co-operators
Nepean, ON

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Détails du poste

Permanent | Temps plein
De 56 000 $ à 90 000 $ par an

Profil recherché

Prospection commerciale
Développement des relations avec la clientèle
Recommandation de produits
Vente
Gestion des demandes des clients
Traitement des plaintes
Développement des relations avec la clientèle
Microsoft Office
Finance
Vente croisée
Développement commercial
Prise de décisions
Service à la clientèle
Orientation vers les ventes
Comptabilité
Orientation axée sur le service à la clientèle
Prospection
Services financiers
Évaluation des risques
Consultation auprès de la clientèle
Expérience en marketing
Vente d'assurance
Analyste financier agréé (CFA)
Leadership
Motivation d'équipe
Compétences en communication
Interaction avec les clients
Marketing

Description complète du poste

Job description for Associate Financial advisor in Ottawa.

Summary:

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

Roles and responsibilities:

Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
Proactively complete client reviews focusing on life and wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection, following underwriting guidelines.
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Support programs to build multi-client relationships.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Support the agency team in their daily activities.

Supervisory Responsibilities:

Direct Reports:

Working Conditions:

Regular office environment . Willing to work flexible hours. or Hybrid .

Qualifications and Skills:

Mutual funds license is required.
Life license is required.
Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
A minimum of two (2) years sales experience or related business or marketing experience is preferred
Knowledge of insurance products and strong underwriting skills is an asset.
Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office. Valid drivers license may be required.
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

Performance of Core Functions:

Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
Strong contribution to achievement of the agency goals
Contribution to achievement of multi-line client targets
Strong commitment to ongoing personal and professional development
Level of customer satisfaction as measured through client feedback
Demonstration of client needs analysis through commitment to use of financial security planning tools
Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
Work independently and effectively use and apply the resources available

Impact on the Organization:

Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

Impact on the Client:

Focus on relationship building with clients and effectively communicates with clients to deliver on the service promise
Timely delivery of services and responses to client inquiries - once and done approach Impact on Team/Staff Development:
Effectiveness of working relationships with peers, agent and district management team
Demonstrated leadership ability in building a strong team environment
Contribution to the motivation and engagement of the agency team
Works cooperatively with others to accomplish objectives.
Achievement of targets set both team and individual
Ability and initiative to take on new and challenging assignments .

Full time and permanent job

Very Competitive base salary and very good commissions plus bonuses .

Full benefits

Hybrid.

Job Types: Full-time, Permanent

Pay: $56,000.00-$90,000.00 per year

Additional pay:

Bonus pay
Commission pay

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Flexible schedule
Life insurance
On-site gym
On-site parking
Paid time off
RRSP match
Vision care

Schedule:

Monday to Friday

Licence/Certification:

Mutual funds license. (required)
Life insurance license (required)

Work Location: Hybrid remote in Nepean, ON K2H 1B2

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Affinez votre recherche

payroll analyst, finance emplois - ottawa, on

Associate Financial Advisor

Associate Insurance Advisor II

Adjoint·e à la direction générale – Pôle Finance

Client Executive, Personal Insurance

Coordonnateur·trice - Administration et finances

Licensed Mortgage Agent

Associate Director FP&A

AUTOMOTIVE SUBPRIME SALES FINANCE MANAGER

Fractional Controller

Financial Advisor - Automotive Financial Advisor (Sales)

Automotive Finance Manager

Finance Business Partner

Mortgage Specialist - Gatineau

Mortgage Underwriting Assistant

Mortgage Specialist

Senior Financial Analyst

Controller

Contrôleur·euse financier·ère / Financial Controller

Research and Financial Planning Associate

Subprime Finance Manager

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : payroll analyst, finance (ottawa, on)

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