POSITION OVERVIEW
We are looking for a motivated individual with strong technical and organizational skills to join our Wealth Management Team, in our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment, professional training, and competitive compensation. We promote work/life balance.
ABOUT US
Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence over the years.
No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you.
- Wealth Management & Financial Planning
- Commercial Business Solutions
- Group Benefits &Group Retirement Services
- Life Insurance & Living Benefits
- Home & Auto Insurance
RESPONSIBILITIES
- Working with assigned GRS Block
- Responsible for working with our Insurance Carrier business – RRSP, TFSA, Non-Reg, RRIF, LIF
- Advisor support – preparation of client paperwork/creation and updating portfolio review packages
- Collaborate with advisors and plan administrators to deliver an exceptional client experience.
- Preparing Statements (Annually and Quarterly)
- Processing Buys/Trades and Redemptions
- Respond to internal and external inquiries
- Maintain organized client records and ensure compliance with internal procedures and regulatory requirements.
- Process Death Claims
- Department reporting
- Other tasks in line with this position as assigned
- Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
QUALIFICATIONS
- 3–5 years of experience in a financial services or investment administration role, ideally with exposure to Group Retirement Services (GRS)
- Working knowledge of investment processes and procedures (Mutual Funds, RRSP, RRIF, TFSA, RESP)
- Proficient in Microsoft Office suite of products, with the ability to adapt to different systems
- Highly organized, detail-oriented, proactive, and able to multitask
- Effective communication skills(written and oral)
- Comfortable interacting with advisors, plan administrators, and carrier partners professionally and efficiently
- Retirement Plan Associate designation or Mutual Fund license would be an asset, but not required
- Bilingual (French) would be an asset, but is not required
BENEFITS AND PERKS
- You will enjoy a very competitive compensation model
- A comprehensive employeegroup benefits package(health, dental, disability, life and travel)
- Profit sharing and company pension
- Flexibility within the role, hours, and office locations
- Wellness Programs and Social Committee to provide team, family and individual collaboration and culture around strategic goals, fun, wellness, health and lifestyle
- Committed to diversity, equity and inclusion
APPLY NOW
PIB is an innovative leader in the insurance industry. Our head office is in Elmira, ON, with subsidiary offices in London, Chatham, ON, Bedford, NS, and Edmonton, AB. Learn more at:
