Be a Partner
Join our financial security advisor partners network and take advantage of our support and expertise to develop your career and your business so you can reach your business objectives. We build on your strengths to help you to make your ambitions come true.
Join as a partner
Openings at Head Office
If you’re interested in joining our team and working in a pleasant and stimulating atmosphere, view the job offers below or send us an application. We’ll keep your application on file in the event a job opening in your field is posted.
Current positions
Coordinator, Service Administrator & Sales support
Department: IDC WIN Comptes Nationaux
Location: Montreal
Immediate superior: Directrice, comptes nationaux et développement d’affaires
Number of positions to fill: 1
Main tasks & responsibilities:
- Coordinating planning, reminders of training sessions across Canada for a career advisor network
- Excel record keeping of all FC Training, Carriers, Virtual Café’s, PD Symposium.
- Follow up emails to advisors following training sessions
- Follow up emails to advisors following training sessions
- Checking and replying to emails and keeping statistics/reports up to date
- Manage incoming emails for 2 additional inbox’s.
- Telephone and email exchanges in French and english
- Manage excel reports, stats for weekly virtual Café sessions, Districts training, PD Symposiums, Training sessions
- Flagging all potential sales opportunities to sales team
- Adaptable to time zones across Canada
- Attending sessions to ensure quality of set up and content
- Attend Carrier training sessions as needed for updates
- Back up support when team members are away
- Communication and follow up with advisors
- Other administrative tasks
Professional requirements & skills:
- Minimum 2 years’ experience working with advisors, insurance and/or financial industry(preferred not required)
- Proficient in Excel and comfortable learning new software applications and business specific systems
- Strong communication skills
Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to [email protected]
Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.
We thank all applicants for their interest but only those selected for an interview will be contacted.