Job Description

You are a passionate, results-driven individual with attention to detail who takes pride in a job well done.

You\xe2\x80\x99re excited by the challenge to work both independently and as a team player to support current and planned priorities specific to our Wealth Management business.

You\xe2\x80\x99re excited about making a difference by executing on multiple initiatives through prioritization, internal partnerships and collaboration with colleagues and 3rd party partnerships.

If you are nodding yes, this Student, Sales Support Associate role in our Wealth Management department at Cowan Insurance Group may be perfect for you!

What\xe2\x80\x99s the ask?

Provide support to Director, Wealth Management on multiple wealth projects. Involves following detailed timelines for multiple tasks described below to ensure projects move forward at desired pace and effectiveness.

Key Responsibilities:

• Support ongoing team-based wealth priorities and initiatives
• Shadowing team and assisting with client service requests and special projects
• In collaboration with advisors and sales support team, support Practice Management initiatives such as Book of Business analysis, marketing initiatives and opportunity spotting.
• Leveraging Advanced Excel-based tools (pivot tables, macros) to gather multiple data sets and create user friendly reporting
• Support administrative tasks, as needed
• Coordinate several streams of customer communication, both digital and paper-based, to support Client Engagement initiatives.
• Comfortable in following up with advisors, coordinators and customers for missing signatures and documentation
• General understanding of wealth products (investments, insurance)
• Ability to multitask, manage different initiatives, meet concurrent deadlines, update key stakeholders
• Comfortable liaising with different levels of the organization and partners
• Document all call information to ensure accuracy and ability to follow-up

• Other duties as required.

What does it take?

• Advanced excel skills
• Excellent people skills \xe2\x80\x93 customers, partners and colleagues
• Ability to learn quickly and adapt to technology (eg. Epic, Dataphile)

• Ability to multi-task, and follow-up on uncompleted tasks in a timely manner

• Ability to work as part of a team as well as independently
• Excellent organizational skills

• Strong attention to detail and accuracy, respect for audit and compliance requirements
• Proficient in MS Office \xe2\x80\x93 Word, PowerPoint and Outlook

• Proven data entry and typing skills with high degree of speed and accuracy

• Ability to communicate fluently in English both written and verbal
• Able to always deal with people sensitively, tactfully, diplomatically, and professionally
• While not mandatory, experience in a sales and/or service environment would be highly desirable. Familiarity with insurance and investment industry, products, financial planning. Call centre experience.
• This position is subject to appropriate background checks that may include credential, employment, credit, criminal and reference checks.

Who we are
Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With close to 500 employees operating out of 8 locations across Canada, we\xe2\x80\x99re proud to have been named one of Canada\xe2\x80\x99s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

• deliver insurance and risk management solutions to businesses, organizations and individuals
• advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

What sets us apart?

Be in good company
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking
You\'re valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

Grow together
We believe in your potential. If you\xe2\x80\x99re looking to develop your expertise with learning opportunities and mentoring, we\xe2\x80\x99ll make that happen.

Benefits and perks

• Competitive salary
• Community involvement

Are you interested?

Send your cover letter and resume and share your unique story with us.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual\'s technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

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Cowan Insurance Group