Wealth Insurance Advisor

Attendance

Hybrid

Job number

20595

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

15-Aug-2024

Location: Toronto, Ontario

City

Toronto

Province/State

Ontario

Area of Interest: Operations

A role as a Wealth Insurance Advisor at the National Bank of Canada means working collaboratively to help our clients achieve their financial goals. With your passion, exceptional customer service, and attention to detail, you evaluate insurance requests from investment advisors to ensure appropriate types and levels of coverage, including making recommendations and ensuring follow-up.

Your role

Managing back-office insurance requests such as agent changes, customer service management, registration and licensing, insurer codes, and business book transfers.
Ensuring insurance policy requirements are met and managing the CRM.
Providing assistance and advice to internal staff regarding insurance policy coverage and general insurance inquiries.
Managing the insurance policy renewal process.
Creating and modifying procedures, maintaining insurance-related records and documents up to date.
Collaborating with legal and compliance sectors to ensure proper coordination of legal actions.
Providing assistance and advice to internal staff regarding insurance requirements for various contracts as needed.
Connecting with an external insurance provider, if necessary.

Your team

Within the insurance support team at National Bank Financial, you ensure that our partners consistently deliver service that meets all quality, compliance, and risk management requirements in place. In this role, you work closely with a group of seasoned insurance experts daily.

Upon starting your position, you will undergo a training program based on practical learning that will familiarize you with your role, your work sector, and your teammates.

Prerequisites

Bachelor's degree and four years of relevant experience OR Master's degree and one year of relevant experience.
Strong knowledge of insurance principles and practices.
Knowledge of relevant legislation and its application to insurance policies and practice.
Knowledge and experience in CRM processing, insurance company back-office service, pricing processes, and insurance delivery.
Experience in customer service/advisory roles.
Demonstrating excellent customer service, organizational, prioritization, time management, problem-solving, communication, and customer satisfaction assessment skills.
Holding a financial security advisor title/license is an asset.
Good knowledge of Equisoft/Centralize systems is an asset

Languages:

English, French

Skills

Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?