Lead sales development activities in Ontario, building relationships with Independent Financial Advisors in the MGA channel to increase market share.
Compensation
The typical hiring range for this position is between $134,795 and $176,918 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.
Responsibilities
Act as an advisor to Independent Financial Advisors and deliver training on iA segregated funds, GICs, HISA, sales concepts and software, both in person and virtually.
Work to achieve or exceed the sales objectives set by management.
Build new relationships and develop existing relationships to their full potential.
Develop and implement a marketing plan for the region to achieve growth objectives.
Leverage your in-depth knowledge of our products and the investment industry, along with your interpersonal skills, to increase sales and retain assets.
Requirements
Bachelor's degree
Professional designation (CSC, CIM, LLQP)
Nice to have: Bilingualism
Nice to have: Proficiency in an additional language
Key role in the validation of banking information, reconciliation of trust-fiduary accounts, and daily settlement of transactions with financial institutions.
Locations (2)
Quebec, Quebec, Canada
Montreal, Quebec, Canada
Responsibilities
Valider les informations bancaires saisies par les représentants et veiller à l’intégrité des données financières, comptables et fiscales;
Effectuer la conciliation des dépôts par chèques et électroniques ainsi que des comptes en fiducie;
Effectuer des virements télégraphiques et traiter les demandes d’émission de chèques et de transferts bancaires;
Générer et assurer l’exactitude des fichiers de transferts électroniques de fonds, convertir des sommes en devises américaines et en assurer le suivi et la conciliation;
Intervenir auprès des conseillers, des succursales et d'autres membres du siège social afin d’obtenir des précisions, d’effectuer les ajustements ou corrections nécessaires et d’assurer le suivi des documents incomplets ou manquants.
Lead the design and governance of enterprise solutions for the Group Insurance, Savings and Retirement sector, ensuring alignment with corporate architecture standards and driving technology strategy.
Locations (2)
Quebec, Quebec, Canada
Montreal, Quebec, Canada
Responsibilities
Translate business and technology requirements into solutions and ensure deliverables comply with defined architecture
Provide governance of solution reviews and approve architecture decisions
Ensure solutions are aligned and integrated within appropriate ecosystems
Oversee implementation and validate requirements based on test results
Lead multidisciplinary delivery teams and external collaborators
Requirements
Bachelor's degree in computer science, business computing, information systems, computer or software engineering, mathematics, or another relevant field of study
Provide exceptional service to advisors by managing new business applications and in-force policy service transactions from initiation to completion.
Locations (3)
Vancouver, British Columbia, Canada
Edmonton, Alberta, Canada
Calgary, Alberta, Canada
Compensation
The expected salary range for this position starts at $50,000
Responsibilities
Process and manage new business applications and policy service requests ensuring all transactions are accurate, compliant, and completed within service standards.
Take ownership of assigned files from initiation to completion, recognizing priorities and resolving issues that may impact processing, reporting, or commissions.
Coordinate underwriting and other requirements ensuring all required documentation is obtained, submitted and followed through to completion.
Directeur(trice) adjoint(e) en actuariat, services professionnels