Client Advisor (Ca) - Commercial Division
By Insurance Talent Group At Markham, Ontario, Canada
Minimum of 4 years of experience in commercial insurance account management, preferably in a brokerage or agency environment.
All correspondence to be attached and documented in Broker Management System.
Bachelor's degree in Risk Management, Insurance, or a related field an asset but not mandatory.
Proficiency in insurance agency management systems, Microsoft Office Suite, and other relevant software applications.
Responsible to facilitate the entire renewal 90-60 days in advance and manage process with CSA and TSA.
In-depth knowledge of insurance policies, coverage forms, endorsements, and related industry regulations.
Client Advisor Jobs
By RBC At Pelham, Ontario, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Client Loyalty Advisor Jobs
By Alvéole At Canada
Previous experience with account management / client-facing roles
Excellent communication and interpersonal skills
Proactive, creative, results-driven and autonomous
Ability to cultivate strong relationships with partners
Comfort with CRM platforms (Hubspot, Salesforce, etc)
Client Advisor Jobs
By RBC At Quinte West, Ontario, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Business Advisor (Bilingual) Jobs
By FCC / FAC At Nova Scotia, Canada
Partner with the FCC advisory team across the country to develop tools and resources to support farm business management and transition
Deliver presentations and content to support the learning needs around business management and transition planning within the industry
Stay up to date on changes to tax, finance and law while continually growing your soft skills in advisory
Coach and partner with FCC field teams on farm business management and succession planning issues
Exceptional soft skills complemented by a mature financial and agricultural and/or food industry knowledge
Great interpersonal skills with a focus on empathy
Client Advisor- Montreal Jobs
By Louis Vuitton At Montreal, Quebec, Canada
Welcome every Client and provide the best Client experience
Learn and master Brand and product knowledge
Drive and achieve individual and team objectives and be accountable for sales results
Advise Clients across the Brand and all product categories
Engage with Clients to develop long-term relationships, leveraging different Clienteling tools, in order to foster Brand loyalty
Perform as a team-player, participate in all activities contributing to the overall objectives of the store
Bilingual Client Services Specialist
By Global Payments Inc. At Toronto, Ontario, Canada
Strong analytical skills required to work independently and escalate to management when necessary
Promote and Sell additional services offered by Global Payments and Existing Partners
Handle all retention issues using strong negotiation skills to maintain the merchant at a threshold of 45 BP
Post secondary education in Business, Administration, Sales or Marketing
Strong outbound and inbound phone sales skills
Exceptional written and verbal skills
Private Client Advisor Jobs
By Staffing In Motion At Port Coquitlam, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At North York, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Role
By Staffing In Motion At Vancouver, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Yorkdale
By Louis Vuitton At Toronto, Ontario, Canada

You will focus on High End Retention and development strategies while identifying and recruiting new high potential prospects.

Exercising independent judgement and discretion, identifying client preferences and follow-up on inquiries and concern are strong components of this role.

Client Advisor Intern Jobs
By RBC At Vancouver, British Columbia, Canada
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Client Advisor Jobs
By RBC At Melfort, Saskatchewan, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Bilingual Client Services Specialist (Mandarin/English)
By Questrade Financial Group At North York, Ontario, Canada
Competitive compensation and benefits packages
What kind of accounts do we offer and their differences?(RRSP / TFSA / Margin)
Effectively and efficiently manage each client interaction from first contact to resolution;
Manage multiple inbound/outbound client support channels (i.e. phones, email, live chats, in-person);
Health & wellbeing resources and programs
Paid vacation, personal, and sick days for work-life balance
Celine - Client Advisor (Toronto, Holt Renfrew)
By CELINE At Toronto, Ontario, Canada
Meet individual and store sales targets and consignment goals.
Adhere to all company policies.
Capture all relevant customer information for entry in database.
Promote store events through email, phone, and personalized notes.
Maintain and expand a client book.
Consistently follow up with any shipping, alteration, or other issues related to clients.
Client Advisor/Banking Advisor
By RBC At Guelph/Eramosa, Ontario, Canada
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Bilingual Account Advisor Jobs
By Global Payments Inc. At Toronto, Ontario, Canada
Strong analytical skills required to work independently and escalate to management when necessary
Manage re-pricing of merchants to profitable level where applicable
Promote and sell additional services offered by Global Payments and Existing Partners
Handle all retention issues using strong negotiation skills to maintain the merchant at the established threshold
Post Secondary education, preferably with focus on Business, Sales or Marketing
1-2 years of sales or retention experience
Client Advisor Jobs
By RBC At Snow Lake, Manitoba, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Bilingual Client Account Representative
By Inmar Intelligence At Toronto, Ontario, Canada
Developing an in-depth knowledge and understanding of Inmar’s Services & Systems to perform tasks
Education / Demonstration of Inmar’s online applications to Clients & Industry
Cross Collaboration with other departments, not limited to, Operations, Shipping, IT, Finance, & Sales, supporting the different business units
File maintenance and accurate data entry
Post Secondary Education (College or University)
Positive, energetic person with experience working in the Customer Service or administration industry would be an asset
Client Advisor (Part-Time) Jobs
By Acne Studios AB At Toronto, Ontario, Canada

Are you looking for an opportunity to work with sales in a cutting-edge, global, luxury fashion-house? We are currently looking for a part-time Client Advisor to our Yorkdale studio. The role As ...