Insurance Solutions Coordinator - Wealth Management

Scotiabank; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking a candidate to support Insurance Consultants in Toronto. The role involves managing prospecting activities, ensuring quality assurance, and facilitating education opportunities for advisors. Ideal candidates should have strong analytical skills and proficiency with Excel & PowerPoint, along with a university degree or equivalent. This position offers a dynamic work environment with exposure to the wealth management sector.

Qualifications

• Strong analytical skills and proficiency with Excel & PowerPoint.
• University degree or equivalent.
• Knowledge of the insurance and/or wealth management industry.

Responsibilities

• Supports IC prospecting and pipeline management activities.
• Provides quality assurance support to ensure new business is submitted in good order.
• Facilitates business development and advisor education opportunities.

Skills

Strong analytical skills

Proficiency with Excel & PowerPoint

Knowledge of the insurance and/or wealth management industry

Education

University degree or equivalent

LLQP would be a strong asset

Industry accreditation (insurance license, CSC, CFP, PFP, CLU)

Job description

A leading bank in the Americas is seeking a candidate to support Insurance Consultants in Toronto. The role involves managing prospecting activities, ensuring quality assurance, and facilitating education opportunities for advisors. Ideal candidates should have strong analytical skills and proficiency with Excel & PowerPoint, along with a university degree or equivalent. This position offers a dynamic work environment with exposure to the wealth management sector.