20 meilleures offres (wealth management, halifax, ns) (à pourvoir)

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Bilingual (French/English) Sales Broker (RIBO Licensed)
OTIP Group of Companies (OTIP, Orbit, Curo) —Dartmouth, NS
- De 55 011 $ à 68 712 $ par an
- Temps plein
- Anglais
- Microsoft Office
- Sens de l'organisation
Postuler rapidement
Financial Advisor, Investment & Retirement Planning - Truro Branch
Scotiabank —Halifax, NS
- Vente
- Développement commercial
- Services financiers
Branch Manager, Regional Opportunities (Atlantic Region)
Scotiabank —Halifax, NS
- Déplacements à prévoir
Virtual Financial Advisor - Halifax, Nova Scotia
Scotiabank —Halifax, NS
Wealth Associate
National Bank of Canada —Halifax, NS
- Temps plein
- Anglais
- Microsoft Office
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Client Relationship Manager, Commercial Banking - Halifax
Scotiabank —Halifax, NS
- Développement commercial
- Baccalauréat
- Déplacements à prévoir
il y a 13 jours
Bilingual Claims Adjuster, Automobile
OTIP Group of Companies (OTIP, Orbit, Curo) —Dartmouth, NS
- De 57 669 $ à 79 295 $ par an
- Temps plein
- Microsoft Office
- Amélioration continue
- Saisie de données
Postuler rapidement
Customer Care Advisor (Bilingual French/English) - Halifax, October 2026
Scotiabank —Halifax, NS
- Temps plein
- Anglais
- Diplôme d'études secondaires
- Compétences en informatique
- Travail à domicile
il y a 10 jours
Administrative Assistant
Royal Bank of Canada —Halifax, NS
- Temps plein
- Traitement de texte
- Saisie de données
- Compétences en communication
Financial Planner, Scotia Financial Planning - Halifax, NS
Scotiabank —Halifax, NS
- Développement commercial
- Déplacements à prévoir
- Services financiers
Financial Planner - Halifax
TD Bank —Halifax, NS
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Baccalauréat
- Congés payés
Customer Care Advisor - Halifax, October 2026
Scotiabank —Halifax, NS
- Temps plein
- Diplôme d'études secondaires
- Compétences en informatique
- Travail à domicile
il y a 10 jours
2027 Wealth Management, Winter Administrative Assistant (4-16 months)
Royal Bank of Canada —Halifax, NS
- Temps plein
- Compétences informatiques
- Salesforce
- Recherche
il y a 14 jours
Trust Officer
BMO Financial Group —Halifax, NS
- De 65 600 $ à 122 600 $ par an
- Temps plein
- Service à la clientèle
- Finance
- Développement commercial
- Bourses d'Études
- Assurance Vie
Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS
Scotiabank —Halifax, NS
- Vente
- Développement commercial
- Formation et développement
GRO - Operations Analyst
Manulife —Halifax, NS
- Temps plein
- Esprit d'analyse
- Services financiers
- Affaires
- Assurance Invalidité
- Assurance Dentaire
il y a 4 jours
Scotia Jarislowsky Fraser Portfolio Administrator - Halifax
Scotiabank —Halifax, NS
- Bases de données
- Développement commercial
- Baccalauréat
Sales Advisor
iA Groupe financier / iA Financial Group —Dartmouth, NS
- À partir de 50 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Vente
- Anglais
- Assurance Dentaire
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 12 jours
Customer Service Associate
Dollar Tree —Halifax, NS
- Temps partiel
- Service à la clientèle
- Hôtel
- Diplôme d'études secondaires
- Assurance Dentaire
- Bourses d'Études
Associate Insurance Service Advisor - Halifax, NS
Scotiabank —Halifax, NS
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management (halifax, ns)

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Bilingual (French/English) Sales Broker (RIBO Licensed)

OTIP Group of Companies (OTIP, Orbit, Curo) -
Dartmouth, NS

Postuler rapidement

Détails du poste

Temps plein
De 55 011 $ à 68 712 $ par an

Profil recherché

Français
Prospection commerciale
Développement des relations avec la clientèle
Recommandation de produits
Fidélisation de la clientèle
Tenue des dossiers
Gestion des demandes des clients
Licence RIBO
Anglais
Microsoft Office
Orientation vers les ventes
Orientation axée sur le service à la clientèle
Sens de l'organisation
Prospection
Soutien à la clientèle
Gestion du pipeline de ventes
Consultation auprès de la clientèle
Vente d'assurance
Compétences en communication
Interaction avec les clients
Gestion du temps

Description complète du poste

Who We Are

With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us.

At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization: they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits support and service.

What You’ll Do:
Reporting to the Senior Manager, Sales for the Ontario Region, you will handle inbound calls from customers seeking quotes or looking to expand their coverage. Your role is to uncover customer needs, recommend tailored insurance solutions, and provide accurate, competitive quotes. You’ll introduce new products and services, explain coverage options, and ensure a positive experience that builds loyalty and drives additional business. In addition, you’ll actively ask for referrals to help grow our sales pipeline and identify opportunities to deepen customer relationships.

The core parts of your role will be to:

Selling products by establishing contact and developing relationships with prospects. Responding promptly to telephone inquiries and written requests. Following-up on ex-dates , re-quoting prospects from previous years, cancelled files, contacting leads generated, and asking for referrals.
Creating a trusting environment that fosters new sales opportunities and retention of existing business to increase sales potential.
Actively participating within the team unit and independently to continuously contribute to overall business improvement.
Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized.
Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up in EPICTackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met.
Keep updated on company underwriting guidelines and changing markets.
Performs other duties within competence, as assigned.

Let’s Talk About You:
This is the unique blend of skills and experience we would love to see in an ideal candidate:

A RIBO license is required, or an OTL license with the expectation to obtain a RIBO license within 45 days of employment.
A minimum of one year’s experience, in personal lines, automobile, property and marine insurance.
Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
Excellent problem solving skills and ability to handle customer issues in a pleasant and positive manner.
Superior time management and organizational skills to handle competing priorities.
Intermediate knowledge of Microsoft Office Suite applications. Preference given to candidates with experience using Epic, Applied Rating Services and Company portals.
Ability to communicate verbally and in writing, in English and French is required.

We also consider your potential. If you know you have what it takes to do the job, but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.

Salary Range:
This position offers a competitive salary within a range from $55,011 to $68,712 along with rewarding bonuses that recognize your dedication.
At the OTIP Group of Companies (OGC), we value transparency and take multiple factors into account when determining your starting salary, including your skills, experience, and alignment with the role as well as internal equity, while positioning you for continued growth and recognition over time.

Some of the Perks We Offer:
We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness support to set you up for every success in and outside of work. Here are just some of the reasons you’ll love working here:

Defined benefit pension plan for a financially confident retirement
100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
Access to a wealth of learning resources, including LinkedIn Learning for professional development
Flexible work-from-home and hybrid options
Unlock your potential with opportunities for advancement

#IND-HP

The OTIP Group of Companies (“OGC”) is a group of affiliated organizations operating under a shared purpose and values. OGC is comprised of Ontario Teachers Insurance Plan (OTIP), Curo Claims Services, and Orbit Insurance Services.

Candidate communications may refer to OGC when referencing any of the affiliated organizations applied to.

This recruitment process uses artificial intelligence tools to assist with screening and assessing applications. All hiring decisions include human review.

OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities.

As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique.

We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.

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Affinez votre recherche

wealth management emplois - halifax, ns

Bilingual (French/English) Sales Broker (RIBO Licensed)

Financial Advisor, Investment & Retirement Planning - Truro Branch

Branch Manager, Regional Opportunities (Atlantic Region)

Virtual Financial Advisor - Halifax, Nova Scotia

Wealth Associate

Client Relationship Manager, Commercial Banking - Halifax

Bilingual Claims Adjuster, Automobile

Customer Care Advisor (Bilingual French/English) - Halifax, October 2026

Administrative Assistant

Financial Planner, Scotia Financial Planning - Halifax, NS

Financial Planner - Halifax

Customer Care Advisor - Halifax, October 2026

2027 Wealth Management, Winter Administrative Assistant (4-16 months)

Trust Officer

Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS

GRO - Operations Analyst

Scotia Jarislowsky Fraser Portfolio Administrator - Halifax

Sales Advisor

Customer Service Associate

Associate Insurance Service Advisor - Halifax, NS

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management (halifax, ns)

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