• Highly adaptable
driven to be your best
and proven initiative. • A career progression that demonstrates a strong understanding of group retirement customers
products and processes along with success in servicing a large customer base • Post-secondary education in a related field demonstrating knowledge and understanding of business principles • Minimum 5 years’ experience in the financial services industry • Ability to communicate effectively (verbally and in writing) demonstrating a polished
professional manner and ability to listen
negotiate and collaborate • Proficiency with MS Office programs (Word
Excel & PowerPoint) • Organizational talent showing skill in self-management
prioritization and success meeting tight deadlines • Analytical aptitude with strong capacity to make decisions and be innovative in problem solving • Strong presentation skills • Demonstrated ability to build strong relationships with Clients and Advisors • RPA Designation (CEBS Program) • Ability to work closely with the sales team and participate in finalist sales presentations • Comfort working independently and as part of a larger team • Valid driver’s license and vehicle are necessary due to the travel requirements