Insurance broker

Education and Experience

College, CEGEP or other non‑university certificate or diploma from a 1‑ to 2‑year program. Minimum 2 years of experience (or equivalent).

Insurance company.

• Calculate premiums
• Establish client insurance coverage
• Provide customer service
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Registered Insurance Brokers of Ontario (RIBO) licence. Area of specialization:
Financial planning.

Authorized to work in Canada. Strong organisational, reliable, team player, dependable, due diligence, judgement, client focus.

Financial benefits:

Commission. Group insurance benefits. Support for newcomers and refugees, including foreign credential recognition.

Shift options:
Early morning, Morning, Day. Full‑time, 35 hours per week. Permanent position. Employment language:
English.

Tight deadlines, attention to detail, quick‑paced environment, work under pressure, large caseload. Personal suitability:
Client focus, judgement, organised, reliability, team player, dependability, due diligence.