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Alma, Quebec
Nos services, principalement dédiés à une clientèle d’affaires, sont accessibles partout au Québec, grâce à une structure souple et un service à la clientèle disponible et attentif. Cela nous permet de nous concentrer sur la chose la plus importante : vous.
Sur place · Trois-Rivières
Support sales advisors by answering product questions, preparing insurance illustrations and quotations, analyzing client cases, and recommending suitable life and living-benefits insurance solutions. Build relationships with insurance providers, contribute to departmental business development, and train advisors on products, concepts, and industry updates.
Sur place · Trois-Rivières
Processes investment-related client account transactions, including account openings, fund company applications, loan forms, electronic and non-electronic transactions, and submissions through FundServ. Maintains investor and advisor records, sends required documents and checks to investment companies, and escalates suspicious transactions and complaints to the appropriate managers.
Sur place · Trois-Rivières
The agent will provide administrative support to financial advisors and act as a resource for inquiries regarding investment products like mutual funds and annuities. Responsibilities include managing fund forms, coordinating transaction documentation, and ensuring the accurate execution of financial requests.