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.
On-site · 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.
On-site · 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.
On-site · 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.
