Business Solutions Coordinator
$43,400–$68,400 year
Hybrid · Toronto, Ontario, Canada or London, Ontario, Canada
Job Summary
Support Investment & Retirement Solutions sales, service and leadership staff by handling administrative duties, scheduling appointments for sales and service transactions, preparing retirement income quotes, monitoring member retention transactions, and facilitating workflow within the team. Conduct outbound calls to plan members to schedule appointments; review retirement documentation; liaise with internal and external partners; manage workflow; participate in special projects; perform general administrative duties; transactional processing. Requires 3-5 years in Canadian insurance/financial industry focused on retirement products, post-secondary education or equivalent, strong MS Office skills, Salesforce asset, bilingual English/French asset, and knowledge of retirement plans/pension legislation asset. The role is located in Toronto or London with HYBRID work arrangement.
Required Qualifications
- 3-5 years in the Canadian insurance and/or financial industry, with emphasis on retirement products and services
- Post secondary education or equivalent work experience
- Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
- Strong time management skills
- Self-motivated; committed to continuous learning
- Strong written and verbal communication skills
- Knowledge of Salesforce is an asset
- Bilingual in English and French is an asset
- Industry designations Retirement Plans Associate (RPA) or Certified Employee Benefits Specialist (CEBS) an asset
- Knowledge of group savings products and pension legislation is an asset
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