Aviso Wealth
Job title:
Sales Coordinator – Partner – Your Neighborhood Credit Union
Company
Aviso Wealth
Job description
Job Description:Sales CoordinatorPosting #: 25-36Department: Wealth Your Way (Aviso Insurance)Location: 289 Bay St., Sault Ste. MarieJob Type: Regular Full-TimeReports to: Financial PlannerThe Role:Wealth Your Way (WYW) through Aviso Insurance, in partnership with Your Neighbourhood Credit Union, presently has an opening for a Sales Coordinator. Wealth Your Way is about creating the right plan for every client; a comprehensive roadmap combining sound investment strategies, insurance solutions, tax planning and active portfolio management to help them get the most from their money.This position is responsible for providing administrative and office support services to the Wealth Your Way Financial Planners and other team members where applicable. In addition, this position is responsible for maintaining files, processing bill payments, preparing a variety of activity reports, and other related duties.Duties and Responsibilities:· Set appointments, prepare for interviews, handle complaints and concerns, follow up on referrals, provide information on WYW to members and the general public, inputting financial plan information, formatting proposals and processing product applications· Create and maintain member files· Process bill payments and prepare a variety of activity reports for credit union management, WYW Financial Planners, and Regional Office(s) as required· Process all WYW mail and handle all courier and fax support· Assist in building the relationship with credit union management and staff· Assist Credit Union management in tracking WYW employee attendance, if requiredNature and Purpose of Contacts and Relationships:Internal:· Establishes and maintains effective communication and cooperation with WYW Representatives, Sales Development Managers, Regional Offices, Head Office, and other WYW staffExternal:· Establishes and maintains effective communication and cooperation with credit union members, managers and staff, and suppliersWhy work with Wealth Your Way?· Competitive Compensation, Incentive Programs and Benefits· 37.5-hour work week· Pension plan· Core Benefits are 100% paid for by WYW· Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness· Training and Development OpportunitiesQualifications:· High school graduate supplemented with post-secondary education in an office careers program· Minimum two years of experience as an assistant in an office environment dealing with internal and external contacts· Completion of the IFIC course (Investment Funds Institute of Canada), Life Licensing course, or the CSC course (Canadian Securities Course), is a definite asset· General investment and insurance industry knowledge and awareness of the Canadian Credit Union System are highly desirable· Demonstrated skills include: excellent telephone and organizational skills, excellent typing and grammar skills combined with strong interpersonal and verbal communications skills· Experience with working with all major types of office equipment· Familiar with personal computers and a full range of knowledge of Microsoft Office products (i.e. Word, Excel, PowerPoint, and Outlook)· Must be bondableWealth Your Way is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Wealth Your Way are used under license by Aviso Insurance Inc.YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at hrjobs@yncu.com
Expected salary
Location
Sault Ste Marie, ON
Job date
Wed, 26 Mar 2025 03:22:41 GMT
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