Insurance Service Advisor, Canadian Wealth Management

Job description

Requisition ID: 255438 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Insurance Service Advisor, Canadian Wealth Management Purpose: The position is responsible for assisting insurance clients that are not assigned to a relationship manager, providing in-force and new business policy support to licensed advisors and Branch Managers within an assigned region. This role will also support segregated funds from a sales and service perspective to all advisors nationally. What You’ll Do: who have questions or require support related to their in-force policy management activities. This includes delivering training to advisors on accessing policy details within Centralize and best practices for servicing activities, reviewing statements and notices as they are distributed to the Agent of Record, flagging any policies that require attention, undertaking policy analysis, requesting in-force illustrations, and providing any necessary paperwork to advisors. identify any potential issues that may lead to future client concerns related to policy performance. This may include collaborating with advisors and SWIS colleagues to determine the b...