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Job Post Details

Executive Assistant to Financial Advisor - job post

INSURANCE DEPOT LTD.
3.8 étoile(s) sur 5
2682 Islington Avenue, Etobicoke, ON M9V 2X5
De 60 000 $ à 70 000 $ par an - Permanent, Temps plein

Détails du poste

Salaire

  • De 60 000 $ à 70 000 $ par an

Type de poste

  • Permanent
  • Temps plein

Quart de travail et horaire

  • 10 hour shift

Lieu

2682 Islington Avenue, Etobicoke, ON M9V 2X5

Avantages

Extraits de la description complète du poste

  • Stationnement sur place

Description complète du poste

We are seeking a highly organized and proactive Executive Assistant to provide comprehensive support to the President. The ideal candidate will possess exceptional entrepreneurial mindset, strong interpersonal skills, and a commitment to ethical financial guidance to join our growing team. This role requires a professional demeanor, excellent communication skills, and the ability to maintain confidentiality while managing sensitive client information.

Key Responsibilities

  • Manage and maintain executive schedules, including Outlook Calendar appointments and meeting arrangement.
  • Identify and pursue new business opportunities through networking and referrals
  • Perform clerical duties such as filing, data entry along with a strong ability to manage multiple tasks efficiently
  • Educate clients on financial products including insurance and investment solutions
  • Maintain and grow long-term client relationships through proactive service
  • Stay informed on industry trends, regulatory changes, and market conditions

Key Qualifications

  • Post-secondary education or equivalent experience in finance, business, or a related field
  • Strong ability to generate leads and manage a client pipeline
  • Excellent communication, presentation, and interpersonal skills
  • Highly organized with strong time management and multitasking abilities
  • Results-driven with strong networking and relationship-building skills
  • Valid driver’s license and access to a vehicle
  • LLQP certification (Preferred)

Additional Information

  • Job Types: Full-time, Permanent.
  • Schedule: 8-10 hour shifts
  • Language Requirement: Punjab speaking will be a bonus
  • Work Location: In person

Inclusion and Equal Opportunity Employment

Insurance Depot LTD. is an equal opportunity employer committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified individuals regardless of race, religion, gender, sexual orientation, age, disability, or any other protected status.

Pay: $60,000.00-$70,000.00 per year

Benefits:

  • On-site parking

Work Location: In person

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