Associate Business Advisor Jobs

·Meet with clients to discuss their business and personal vision as well as their resources and skills.

·Excellent communication, interpersonal, and writing skills

·Exceptional (secondary data) research skills

·Knowledge and interest in a wide range of business industries and practices

·Being able to wear multiple hats: understanding the clients’, immigration teams’, and officers’ perspectives

·Detail-oriented and high degree of accuracy

Create documentation to support analysis and improvement, including business requirements, functional specifications, process maps, gap/problem analyses, etc.

At least five to seven years of relevant experience.

Strong organizational skills, innovative, independent.

An extensive flex pension and benefits package, with access to virtual healthcare

Analyze and measure the effectiveness of existing operational processes and develop sustainable, reproducible and quantifiable improvements.

Identify operational needs and take part in implementing changes.

Management that supports your work and progression

Relationship manage a segment of the Investment Advisor’s book.

Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.

Exceptional written and verbal communication skills

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Support Wholesale Finance Control teams in month-end and quarter-end financial reporting processes through journal entry booking and disclosure template submissions.

Experience with Engineering practices and information management.

Assist and aid assigned business departments in defining their priorities and manage their service expectations.

Accountable to elicit business rules, business requirements, data requirements, workflows, develop mockups, and support business processes.

Trace and validate requirements with appropriate stakeholders to ensure accuracy of documentation, obtaining necessary sign-off from business owner.

Responsible for the definition of packages of work, decomposition of packages into manageable sprints or iterations for development team.

4+ years of IT work experience in a business analysis role.

You have a thorough understanding of Risk Management policies and procedures.

5+ years of relevant experience and/or certification in a related field of study desirable.

You have exceptional customer service skills, with a demonstrated ability to establish and maintain professional relationships.

You have in-depth analytical and problem solving skills, as well as data-driven decision making, with a customer-oriented approach.

You have amazing attention to detail and follow-through skills.

You have expert knowledge of banking practices and regulations is a must have.

Excellent communication, planning and organizational skills as well as creative problem-solving abilities

Extensive experience working with Canva, Adobe Photoshop, Powerpoint, Excel, Wordpress

Strong interpersonal skills and the ability to build and maintain external relationships

Experience previously working in the medical device/women's health industry is an asset

You meet the hiring manager for the role

Spa, gym, and other benefits

1-2 years of experience as a Business Associate, Sales, Account Manager or similar role

Experience developing leads from marketing campaigns and meeting sales quotas

Hands-on experience with multiple sales techniques

Excellent communication and negotiation skills

Seek new business opportunities by establishing and expanding relationships with current and prospective decision-makers

Stay up-to-date with new products, services, pricing, and sales promotions by attending daily meetings and training courses

1-2 years of experience as a Business Associate, Sales, Account Manager or similar role

Experience developing leads from marketing campaigns and meeting sales quotas

Hands-on experience with multiple sales techniques

Excellent communication and negotiation skills

Seek new business opportunities by establishing and expanding relationships with current and prospective decision-makers

Stay up-to-date with new products, services, pricing, and sales promotions by attending daily meetings and training courses

Gain knowledge of other carriers for options if declined by Sun Life Financial (our alliance)

Minimum of 2 years customer service experience

Ideally, 2 years sales experience in any industry

Other financial services designations a huge benefit

Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion

Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles

·Strong organizational, time management, communication and priority setting skills in order to meet deadlines

·Proficiency in Word, Excel, CRM systems and other related business or money management tools

·Excellent verbal and written skills

·Experience with NaviPlan/financial planning software an asset

·CFP/QAFP/PFP, CIFC (Investment Funds) or industry equivalent, and Life/A&S licenses

·Ability to motivate others to make decisions and take action (sales ability)

Excellent project management skills, including the ability to plan, implement, and monitor multiple projects concurrently

Providing assistance on senior interactions: Between the T&I leadership team and Operations, the Senior Management Team, and the Board of Directors

Validated experience (minimum of 5 years) in leadership roles within the mining industry or a related sector

Exceptional analytical and problem-solving abilities, with a track record of driving successful outcomes in sophisticated environments

Outstanding interpersonal and communication skills, with the ability to engage and influence partners at all levels

Be a courageous safety leader, adhere to and sponsor safety and environmental rules and procedures

1-2 years of experience as a Business Associate, Sales, Account Manager or similar role

Experience developing leads from marketing campaigns and meeting sales quotas

Hands-on experience with multiple sales techniques

Excellent communication and negotiation skills

Seek new business opportunities by establishing and expanding relationships with current and prospective decision-makers

Stay up-to-date with new products, services, pricing, and sales promotions by attending daily meetings and training courses

Deep understanding and solid knowledge of Commercial Lines

Cultivate client relationships by providing a consistently exceptional client experience from sales to service

Uncover challenges and analyze the risks to prioritize the product/ service requirements

An open, flexible and welcoming workplace

Plenty of opportunities to grow and learn

Autonomy to own your own success

5-7 years in small business or commercial portfolio management

Manages all aspects of the assigned business credit portfolio including; underwriting, monitoring, compliance and proactive client servicing.

Uses knowledge, creativity and flexibility in analyzing and structuring credit.

Bachelor’s Degree in Business, major in Accounting/Finance preferred.

Comprehensive Total Rewards Program including bonuses, pension, flexible benefits

Be accountable for the risk responsibilities in your area

Associate, Farm & Business - Any Branch

Be Part of Something . . . .

What We Are Looking For . . . .

What You Will Receive . . . .

We Say We Care, and We Mean It

You have an education in a business related discipline or equivalent work experience as a small business owner

You have good organizational skills and are flexible to adapt to a constantly changing environment

A competitive compensation and benefits package

Internal training to support your growth and enhance your skills

Creating a strong presence within the local business community by developing relationships with various Centres of Influence

Partner with fellow advisors to create a customer centric environment

Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion

BONUS! 6 months+ of insurance industry experience,

Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles

An open, flexible and welcoming workplace

Plenty of opportunities to grow and learn

Autonomy to own your own success