Total 33 financial consultant job vacancies in 1, Lebuh Bandar Utama, Bandar Utama

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

 

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

 

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

我們正在尋找積極主動的個人加入 OLPA 團隊，擔任財務顧問。作為財務顧問，您將在幫助客戶實現財務目標並確保他們的財務未來方面發揮至關重要的作用。您將為您提供全面的財務建議，制定客製化的財務計劃，並推薦合適的金融產品和服務。

強調 ：

• 提供高額基本津貼
• 混合工作模式。工作與生活平衡，工作時間靈活，管理自己的行程。
• 無限的收入潛力（基本津貼+佣金+定期現金獎勵+年度獎金）
• 綜合培訓和指導計劃
• 高職涯發展機會（一年內晉升為經理）
• 為新加入者提供令人興奮的獎勵活動（免費 iPad / 旅行等）

工作職責：

• 進行徹底的財務需求分析，以了解客戶的財務目標和目的。
• 根據客戶的獨特情況制定個人化的財務計劃和策略。
• 向客戶提供各種金融產品和服務的教育，包括保險、投資和退休計劃。
• 與客戶建立並維持長期關係，提供持續的支援和指導。
• 隨時了解產業趨勢、市場發展和監管變化。
• 達到或超過銷售目標並為代理商的成長和成功做出貢獻。

要求：

• 全職或兼職歡迎申請
• 熱衷於幫助他人並對其財務狀況產生正面影響。
• 優秀的溝通和人際交往能力。
• 積極主動、自我激勵，具有獨立工作的能力。
• 高水準的誠信、專業和道德行為。
• 具銷售或客戶服務經驗者優先。
• 最低 SPM 資格或同等資格。
• 說中文是必須的。

如果您雄心勃勃、目標明確，並渴望在金融服務業建立成功的職業生涯，請加入我們 OLPA 的團隊。將您的履歷發送給我們，邁向美好未來的第一步。我們期待您加入我們充滿活力的團隊！

立即申請，了解更多有關我們有吸引力的佣金結構和當前的新加入活動的資訊！

注意：只有入圍的候選人才會被聯絡進行面試。

津貼和福利

• 佣金和獎金
• 彈性的工作時間
• 公司旅行

L Beauty is a joint-venture between LVMH Fragrances and Cosmetics and Luxasia for the distribution and business development of some of its Beauty brands in South East Asia. The portfolio of L Beauty comprises of Benefit Cosmetics , MAKE UP FOR EVER, Fresh, Givenchy, Guerlain and Parfums Christian Dior.

BRAND: Benefit Cosmetics | www.benefitcosmetics.com

Role Profile:

Being a Brow Expert in the company, you will be trained and certified on the unique skillset of brows & facial waxing on top of having the best knowledge on make-up application techniques, tips & tricks as well as be exposed to a wide range of make-up products. A Brow Expert will also be able to build up their own base of regular customers to ensure that you have a constant flow of customers.

Job Responsibilities:

• Demonstrate the use of brand’s make up products & services
• Market & Sell brand’s products & services
• Build and maintain good relationships with customers as well as store managers and cast members.
• Engage customers in a productive discussion to address skin concerns
• Perfectly identify customer’s skin condition and recommend the right products
• Host/Organize occasional workshops or parties for customers’ engagement
• Perform only Benefit approved and trained services offered on service menu to Benefit quality standards to ensure customer satisfaction
• Arrange appointments for return services
• Maintain counter cleanliness
• Ensure that top selling stock are not facing low or out of stocks issues; shelves are fully stocked at all time.
• Ensure personal bow bar areas are always at tip top condition, communicate maintenance issues to counter manager/sales manager
• Adhere to hygiene standards of the brand
• Ensure that the Benefit uniform is worn and full make up is always applied during work hours

Work Location: Sephora Sunway Pyramid

• Proficiency in English (spoken & written)
• Strong retail sales and/or service history
• Comfortable in face-to-face engagement
• Self-motivated individual who possesses a strong passion for working in the Beauty industry
• Pleasant disposition and well groomed
• Work hours: able to work shifts, weekends, and public holidays
• Basic make-up application knowledge
• An aesthetician or waxing license is an advantage

• Basic salary
• Commission
• Overtime
• Product Allowance

• Melakukan kunjungan dan merekrut dealer potensial.
• Menjelaskan tentang bisnis dan produk consignment Moladin Digital Indonesia.
• Membantu dealer dalam proses transaksi pembelian (buyout) dan penjualan (sellout).
• Mempertahankan hubungan yang baik dengan dealer partner.
• Melakukan pemantauan inventaris unit di dealer partner.

• Minimal lulusan SMA/SMK atau setara.
• Wajib memiliki pengalaman minimal 1 tahun sebagai sales di perusahaan multifinance/otomotif/perbankan/koperasi/asuransi.
• Memiliki kemampuan dalam menjalin hubungan yang baik dengan dealer kendaraan.
• Memiliki integritas tinggi dan kemampuan kerjasama yang baik.
• Terbiasa bekerja dengan target penjualan.
• Memiliki kendaraan bermotor dan SIM C.

Notes

• Batas waktu pendaftaran lowongan berakhir pada hari Kamis, 28 Maret 2024.
• Langkah berikutnya setelah apply adalah pengisian formulir seleksi yang akan dikirimkan melalui email. Pastikan untuk memeriksa email Anda secara berkala.

Provides direct support to organizations and their employees through the delivery of assessment, consultation, education and triage services. Uses knowledge of federal regulations to assist organizations in their appropriate handling of employee concerns and problems. Consults with employees and organizations on variety of workplace and work based issues. Provides clinical expertise in order to restore employees with diminished performance to healthy functioning.

• Provides employee consultation related to specific personal problems and concerns.
• Provides crisis assessment and intervention as needed.
• Completes clinical and administrative documentation and required forms in a clear and concise manner.
• Manages caseload and other tasks to meet both qualitative and quantitative performance expectations.
• Provides behavioral health assessments, accurate clinical diagnoses, and referral to appropriate level of care.
• Provides expert consultation to employees and/or supervisors on a variety of workplace and work based issues.
• Provides information and referral to community resources as appropriate.
• Provides clinical consultation/staffing in absence of EAP Manager
• Participates in activities as requested that help improve SBU and/or client performance, excellence and culture. 
• Supports team members and participates in team activities to help build a high-performance team. 
• Demonstrates flexibility in areas such as job duties and schedule to aid in better serving its members and help Magellan achieve its business and operational goals. 
• Assists in efforts to continuously improve by assuming responsibility for identifying and bringing to the attention of responsible entities operations problems and/or inefficiencies.
• Meets productivity targets and quality management expectations.
• Develops effective working relationships with peers within and across organizational lines.
• Effectively resolves individual conflicts.
• Supports department mission and keeps management informed of team issues.
• Takes responsibility for own development and stays current on skills and techniques needed to perform job.

Other Job Requirements

Responsibilities

Clinical training must include instruction on chemical dependency, mental health and brief therapy.
Must have understanding of workplace issues, how businesses function and a fundamental understanding of employee/employer relationships.
Must be capable of acquiring an understanding of EEO rules, ADA in the workplace, FMLA, and Drug Free Workplace Requirements.
Must be able to provide accurate client assessment including level of risk, substance abuse and dependency, job performance issues and refer to appropriate level of care.
Competent in crisis intervention.
Demonstrates knowledge and expertise in solution-focused, brief therapy in outpatient setting.
Strong customer service skills required. Must be able to sensitively, compassionately respond to callers.
Excellent listening skills vital.
Interacts effectively at all levels both within the company and with external customers.
Analyzes and presents issues in a clear, concise, persuasive manner, both orally and in writing.
Uses time to manage caseload and documentation effectively.
Able to adjust well to new situations and changing priorities.
Deals well with ambiguity and stress while handling a variety of assignments.
Maintains a positive, achievement-oriented attitude and consistent in accomplishing expected objectives.
6+ years' post graduate clinical experience. 
Minimum 2 years' EAP Consultant experience with high performance ratings.

General Job Information

Title

EAP Consultant Senior - CMC

Grade

25

Work Experience - Required

Clinical, Employee Assistance Program (EAP)

Work Experience - Preferred

Education - Required

Master's - Behavioral Health, PhD - Behavioral Health

Education - Preferred

License and Certifications - Required

Current licensure required for this position that meets State, Commonwealth or customer-specific requirements - Care Mgmt, LCSW-C - Licensed Certified Social Worker - Clinical - Care Mgmt, LCSW - Licensed Clinical Social Worker - Care Mgmt, LMHC - Licensed Mental Health Counselor - Care Mgmt, LMHP - Licensed Mental Health Professional - Care Mgmt, LPCC - Licensed Professional Clinical Counselor - Care Mgmt, LPC - Licensed Professional Counselor - Care Mgmt, Must be an independently licensed behavioral health clinician - Care Mgmt, PSY - Psychologist - Care Mgmt

License and Certifications - Preferred

CEAP - Certified Employee Assistance Professional - Care Mgmt

Salary Range

Salary Minimum:

$64,285

Salary Maximum:

$102,855

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Company:

Mercer

Description:

Wir, Mercer Deutschland, suchen Dich als Unterstützung für unser Wealth Team an den Standorten Düsseldorf, Stuttgart, München, Frankfurt a. M. oder auch deutschlandweit als:

(Senior) Sales Director Investments* - Financial Institutions

Das erwartet Dich:

In dieser Position bist du Teil des Investments Team von Mercer und unterstützt den Ausbau unserer Investments Dienstleistungen (Beratung, Tools und Lösungen) für institutionelle Investoren mit Fokus auf non-Pension Institute in Deutschland. Hierzu arbeitest du sowohl mit dem globalen Investment Research als auch mit lokalen Kolleg:innen des Investmentbereichs in Deutschland zusammen. Du verfügst über mehrjährige Erfahrung im Vertrieb und der Kapitalanlage von Versicherungen, Stiftungen, Family Offices oder Banken und hast Spaß daran, Vertriebs- und Projekttätigkeiten maßgeblich zum Erfolg zu führen? Dann freuen wir uns auf deine Bewerbung!

Das sind Deine Benefits:

• Vorzüge eines stabilen Konzerns - Ein sicheres, unbefristetes Arbeitsverhältnis in einem Arbeitsumfeld, in dem Diversität, Nachhaltigkeit und soziales Engagement großgeschrieben werden
• Attraktive Zusatzleistungen - Arbeitgeberfinanzierte bAV, vermögenswirksame Leistungen, Gruppenunfallversicherung, vergünstigte Konditionen für Berufsunfähigkeits- und Direktversicherungen, Jobfahrrad, vergünstigte Mitgliedschaften für Sport- und Wellnessangebote (GymPass), ein großes Rabattportal u.v.m.
• Flexibilität & Work-Life-Balance - Flexible Arbeitszeitgestaltung, 30 Tage Urlaub, verschiedene Sonderurlaubstage, Möglichkeit des mobilen Arbeitens und top ausgestattete Büros in zentraler Lage

Das macht die Position aus:

• Verantwortung für den Vertrieb von Dienstleistungen entlang des gesamten Kapitalanlageprozesses (Strategie, Governance, Implementierung)
• Fokus auf den Vertrieb von Implementierungslösungen (z.B. OCIO-Dienstleistungen)
• Ausbau der Kundenbeziehungen in für Mercer neuen Kundensegmenten
• Enge Zusammenarbeit mit einem hoch motivierten Team, um unser Dienstleistungsspektrum auf die Kundenwünsche anzupassen

Das macht Dich aus: 

• Du verfügst über mehrjährige Erfahrung im Kapitalanlageprozess deutscher Investoren
• Du bringst ein bestehendes Netzwerk von institutionellen Investoren im Bereich Versicherungen, Stiftungen, Family Offices oder Banken mit
• Spaß an der Beratung und am gemeinsamen Lösen von Herausforderungen in der Kapitalanlage institutioneller Investoren gehören zu Deinen Stärken
• Mehrjährige Erfahrung in der Zusammenarbeit mit internationalen Teams und Koordination von Experten zum höchstmöglichen Kundennutzen
• Beratungs- & Vertriebsaffinität sowie sicheres Auftreten zeichnen Dich aus
• Sehr gute Deutsch- und Englischkenntnisse
• Deine Aufgeschlossene Art und Teamfähigkeit runden Dein Profil ab

Konnten wir Dein Interesse wecken?

Dann freuen wir uns auf Deine Bewerbung über unser Online System. Bitte beachte, dass wir keine Bewerbungen per E-Mail annehmen können.

Bei Fragen wende Dich gerne an Salvatore Ciaramitaro:
salvatore.ciaramitaro@mmc.com / +49 211 447791195

Über Mercer

Wir sind eine weltweit führende People & Investment Beratung. Mit Herz und Expertise helfen wir Unternehmen beim Erreichen ihrer Wachstums- und Transformationsziele. Als starkes und diverses Team gestalten wir globale und lokale Lösungen für unsere Kunden rund um den ganzen Employee Lifecycle, Workforce und HR Transformation, betriebliche Altersversorgung, M&A und Investments. Dabei verbinden wir Wirtschaftlichkeit und Performance mit Empathie.

Mit Sitz in 43 Ländern sind annähernd 25.000 Mitarbeitenden in über 130 Ländern für Mercer im Einsatz.

Mercer ist ein Tochterunternehmen von Marsh McLennan, dem führenden globalen Anbieter von professionellen Dienstleistungen zu den Themen Risiko, Strategie und HR. Zur Unternehmensgruppe gehören auch Marsh, Guy Carpenter und Oliver Wyman.

Weitere Infos findest Du unter: www.mercer.de/mercer-careers

Wir leben eine integrative Kultur, die die vielen Hintergründe, Ideen und Blickwinkel unserer Kolleg:innen und Kund:innen wertschätzt. Wir ermutigen Menschen ungeachtet ihres Alters, ihrer sozialen oder ethnischen Herkunft, ihrer Nationalität, ihres Glaubens oder ihrer Weltanschauung, ihrer körperlichen oder geistigen Fähigkeiten, ihrer sexuellen Orientierung, ihres Geschlechts, ihrer Geschlechtsidentität oder ihres Geschlechtsausdrucks sich bei uns einzubringen.

Interne Information: Bevorzugter Jobcode 3737, alternativ 3736

*Wir richten uns in der gesamten Stellenanzeige an alle Geschlechter. Die Stelle kann sowohl in Teil- als auch in Vollzeit besetzt werden.

What it’s like to be a Northbridge Underwriting Specialist

Our Underwriting Specialists customize solutions for our clients when they need advice on Small Business risks. They work closely with our extensive broker network to develop unique solutions for all classes of risk while being responsible for servicing increasing complex accounts in accordance with existing guidelines and business objectives.

The Underwriting Specialist is responsible for underwriting and servicing increasingly complex accounts in accordance with established guidelines and business objectives in the achievement of national standards for data quality and service level agreements. Our Underwriting Specialists are experts in their field and passionate about maintaining strong relationships with our brokers – this means emails and phone calls don’t go unanswered, and in-person broker meetings are regularly penned into their calendars.  Working in a collaborative team, there is the opportunity to coach and mentor junior colleagues and further develop your skills from our more experienced underwriters to help grow your appetite of complex risks.

We want your talent
 

If you are great at:

• Underwriting – executing renewal rates, evaluating, and negotiating proper rates

• Sales and negotiations

• Solutions orientated

• Developing and maintaining professional relationship with brokers and/or customers

• Coaching and mentoring more junior underwriters on team

If you have:

• 5+ years of Underwriting experience

• Completed, or pursuing your CIP, FCIP, or RPLU designations

• Strong customer service background

• Team-first mentality

We really mean it when we say we put you first. Here are a few ways how:

• Hybrid work! you get to work from the office and at home 50/50, allowing you to manage both worlds with the ease and flexibility you need.

• We offer competitive salaries and support your financial health through our employee share purchase plan, pension plans, RRSP, discounts on staff insurance, and more!

• We help you prioritize your well-being from day one through flexible health benefits, early leave days, wellness programs, rewards, and recognition programs.

• We are invested in helping you grow in your career through education assistance to complete your CIP, FCIP, CRM or other courses desired, internal mobility, Leadership training and mentoring programs.

• NBFC cares about the community and supports the causes you believe in with donation matching and team volunteer days

Who we are:

We’re Northbridge Insurance. We’re proud to work with Canada’s most trusted commercial broker networks. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to understanding the needs of our customers and creating solutions that help Canadian businesses have a safer and brighter future. We’re a company of passionate people who put people first. Do you want to join a team that believes in working hard – and having fun at work – all while making a difference? Look no further than Northbridge.

At Northbridge Financial we embrace and celebrate you and are committed to creating an inclusive workplace for all! No matter who you are or what makes you unique, we welcome you. Please let us know how we can assist or accommodate you during the selection process.

Company:

Mercer

Description:

Wir, Mercer Deutschland, suchen Dich als Unterstützung für unser Wealth Consulting Center an den Standorten Düsseldorf, Stuttgart, München, Hamburg oder Frankfurt a. M. als:

Consultant* / Berater* (m/w/d) – Betriebliche Altersvorsorge – In Voll- und Teilzeit

Das erwartet Dich:

In dieser Position bist Du Teil unseres „Wealth Consulting Center“ Teams, in welchem unsere Kompetenzen in betrieblicher Altersversorgung in einer schlagkräftigen Einheit gebündelt sind. Wir unterstützen große multinationale Konzerne mit kompetenter Beratung und erarbeiten innovative Lösungen. Freue Dich auf einen spannenden Job in einer der renommiertesten, aber gleichzeitig sympathischsten Unternehmensberatungen und ein tolles Team.

Das sind Deine Benefits:

• Vorzüge eines stabilen Konzerns - Ein sicheres, unbefristetes Arbeitsverhältnis in einem Arbeitsumfeld, in dem Diversität, Nachhaltigkeit und soziales Engagement großgeschrieben werden
• Attraktive Zusatzleistungen - Arbeitgeberfinanzierte bAV, vermögenswirksame Leistungen, Gruppenunfallversicherung, vergünstigte Konditionen für Berufsunfähigkeits- und Direktversicherungen, Jobfahrrad, vergünstigte Mitgliedschaften für Sport- und Wellnessangebote (GymPass), ein großes Rabattportal u.v.m.
• Flexibilität & Work-Life-Balance - Flexible Arbeitszeitgestaltung, 30 Tage Urlaub, verschiedene Sonderurlaubstage, Möglichkeit des mobilen Arbeitens und top ausgestattete Büros in zentraler Lage
• Kostenübernahme - Für die Ausbildung als – DAV-Aktuar:in

Das macht die Position aus:

• Beratung und Betreuung von Kunden bei der Einführung, Änderung und Neugestaltung von Versorgungssystemen der bAV und ähnlicher Benefits in einem interdisziplinären Team
• Betreuung der bAV einzelner Kunden, auch vor Ort beim Kunden im Sinne eines Interim-Managements (externer bAV Experte und Sachbearbeiter)
• Betreuung eines zugeordneten eigenen Kundenbestands in fachlicher und vertrieblicher Sicht
• Projektmanagement und selbstständige Projektdurchführung von Kundenaufträgen
• Kontaktpflege von Bestandskunden und Ausbau der Geschäftsbeziehung, auch mit Blick auf andere Bereiche von Mercer
• Mitarbeit an internen Projekten zur Weiterentwicklung des Beratungs- und Lösungsportfolios von Mercer

Das macht Dich aus: 

• Abgeschlossenes Hochschulstudium oder einschlägige Beratungserfahrung (mind. 3 Jahre) auf dem Gebiet der betrieblichen Altersversorgung in einem Beratungsunternehmen, im Personal- oder Finanzbereich eines Unternehmens oder im Bereich eines Lebensversicherers
• Gute Kenntnisse im Arbeits-, Sozialversicherungsrecht der betrieblichen Altersversorgung. Kenntnisse im Bereich Lebensversicherung und Grundkenntnisse im deutschen Handels- und Steuerrecht sowie der internationalen Rechnungslegung sind vorteilhaft.
• Nachweisbare Erfolge in der Entwicklung oder Implementierung von Versorgungslösungen für Kunden
• Unternehmerisches Denken, Teamfähigkeit sowie Eigeninitiative und kundenorientiertes Handeln und Denken, sowohl fachlich als auch vertrieblich.
• Reisebereitschaft und Bereitschaft zur Tätigkeit vor Ort beim Kunden.
• Gute analytische und konzeptionelle Fähigkeiten
• Gewandte Ausdrucksweise (mündlich und schriftlich) sowie gute Englischkenntnisse
• Gute Kenntnisse in MS-Office (Excel, Word, Powerpoint)
• Kenntnisse einschlägiger Vertriebsmethoden

Konnten wir Dein Interesse wecken?

Dann freuen wir uns auf Deine Bewerbung über unser Online System. Bitte beachte, dass wir keine Bewerbungen per E-Mail annehmen können.

Bei Fragen wende Dich gerne an Salvatore Ciaramitaro:
salvatore.ciaramitaro@mmc.com / +49 211 447791195

Über Mercer

Wir sind eine weltweit führende People & Investment Beratung. Mit Herz und Expertise helfen wir Unternehmen beim Erreichen ihrer Wachstums- und Transformationsziele. Als starkes und diverses Team gestalten wir globale und lokale Lösungen für unsere Kunden rund um den ganzen Employee Lifecycle, Workforce und HR Transformation, betriebliche Altersversorgung, M&A und Investments. Dabei verbinden wir Wirtschaftlichkeit und Performance mit Empathie.

Mit Sitz in 43 Ländern sind annähernd 25.000 Mitarbeitenden in über 130 Ländern für Mercer im Einsatz.

Mercer ist ein Tochterunternehmen von Marsh McLennan, dem führenden globalen Anbieter von professionellen Dienstleistungen zu den Themen Risiko, Strategie und HR. Zur Unternehmensgruppe gehören auch Marsh, Guy Carpenter und Oliver Wyman.

Weitere Infos findest Du unter: www.mercer.de/mercer-careers

Wir leben eine integrative Kultur, die die vielen Hintergründe, Ideen und Blickwinkel unserer Kolleg:innen und Kund:innen wertschätzt. Wir ermutigen Menschen ungeachtet ihres Alters, ihrer sozialen oder ethnischen Herkunft, ihrer Nationalität, ihres Glaubens oder ihrer Weltanschauung, ihrer körperlichen oder geistigen Fähigkeiten, ihrer sexuellen Orientierung, ihres Geschlechts, ihrer Geschlechtsidentität oder ihres Geschlechtsausdrucks sich bei uns einzubringen.

*Wir richten uns in der gesamten Stellenanzeige an alle Geschlechter. Die Stelle kann sowohl in Teil- als auch in Vollzeit besetzt werden. 

Interne Information: Bevorzugter Jobcode 4542, alternativ 4541

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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

3101 Strandherd Drive Unit 1

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

Ciena is committed to our people-first philosophy. Our teams enjoy a culture focused on prioritizing a personalized and flexible work environment that empowers an individual’s passions, growth, wellbeing and belonging. We’re a technology company that leads with our humanity—driving our business priorities alongside meaningful social, community, and societal impact.

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Since 1992, Ciena has been driven by a relentless pursuit of network innovation.  We believe in a network that grows smarter, more agile, and more responsive every day.  This means the majority of your daily, digital interactions in your world, whether streaming video, using your voice A.I, video or voice calls to a friend or loved one – are enabled by Ciena technologies. 

Blue Planet, the Software division of Ciena, provides market-leading, vendor neutral, intelligent automation software and specialized professional services to help clients modernize their IT and network operations. Driven by policy and AI-based insights, Blue Planet delivers the closed-loop automation tools needed to align IT and networking processes—critical to facilitating digital transformation and an adaptive network.  If you want to be part of the company that delivers these outcomes, then the Blue Planet division of Ciena is the place to be. (Visit www.blueplanet.com.)  

Your Role  

You will be responsible for the insertion of our solution portfolio and growth of our business by winning transformational business opportunities across communication service provider customers in our ANZ region with particular focus on our most strategic tier 1 customers in the territory. You will establish and nurture key business relationships at all levels and particularly with C-suite stakeholders and carry a sales target which will be retired through your personal sales success and ability to win deals. You will work closely with fulfilment partners where necessary and consult with our mainstream Ciena account team but drive your own sales and engagement strategy to ensure the integrity of the Blue Planet brand is maintained and recognized as a value-based brand to deliver vendor neutral, multi-domain and multi-layer automated service operations to the telco service provider. You will report to the head of the Blue Planet sales & business development team for the international sales region and manage a dispersed virtual team of contributors to secure your objectives. This role involves extensive travel both to customer premises and other Ciena locations at sometimes short notice.

Your Responsibilities

• Achieve annual sales targets and grow Blue Planet’s solution footprint in customer organizations
• Stringently qualify newly identified sales opportunity in both existing and new customers and present your recommendations to the Blueplanet Snr leadership team on request using established tools, templates and methodologies.
• Establish, maintain, and develop critical business relationships with key business, technical and operational stakeholders at all levels including C-suite contacts in your customer organization.
• Develop, document, and execute a business development strategy that promotes Blue Planet capabilities and solutions, aligns to customer strategy, and secures new and continued sales growth through progressive wins.
• Identify and work closely with Blueplanet technical and fulfilment partners to achieve common objectives in your customer base and provide a force multiplier effect to build the opportunity pipeline.
• Work closely to achieve your goals and foster good working relationships with other agencies in Ciena and Blue Planet including product management & engineering, solution architecture, marketing, sales, and commercial management.
• Maintain, grow and document a sales and opportunity pipeline commensurate with sales targets and manage it effectively in Salesforce.com.  Provide accurate sales forecasting and reporting on a periodic basis
• Lead a virtual team of contributors in the response to customer RFx documentation or unsolicited proposals and ensure on time quality delivery to promote greatest chance of success.
• Create compelling and differentiated commercial frameworks and pricing strategies in consultation with our sales operations, commercial management & finance organization that align to customer expectations and create ongoing, profitable repeat business opportunity.
• Work closely with our PLM, engineering and delivery organization to ensure a joined-up approach to ensure customer success at all levels.
• Maintain high levels of training and awareness of market developments, customer strategies and Blue Planet portfolio enhancements.

About You:

You will have already demonstrated your ability to succeed in similar organizations and have an impressive track record that illustrates your competence in highly complex, high value transformational projects. You will have a solid technical understanding and an ability to translate the technical into business value propositions that align to your customers vision and strategic aims whilst being able to robustly qualify and identify the difference between real opportunities and technical science projects. You will be able to motivate a team of contributors to work with you to achieve your goals and objectives and above all you will be charismatic, fun to work with and ready to roll your sleeves up to work hard to build on our success so far and have a willingness to take on responsibility and accountability for your own objectives.

Minimum Qualifications 

• Excellent written and spoken English with demonstrably sound presentation and communication skills.
• 10/15 Years+ experience in selling complex operational systems and services with evidence of demonstrable success in winning high value deals.
• Sound working knowledge of OSS platforms and solutions including competence in Orchestration, Assurance, and Inventory management.
• Solid foundation of established and referenceable relationship at all levels including C-suite preferred in your designated customer.
• Solid working knowledge of MS office applications with an ability to create basic working commercial models in MS Excel and translate into customer TCO templates
• BSc degree qualification at 2:1 or above in computing science or engineering disciplines is desirable.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.

• Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.

• Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.

• You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.

• You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire.

• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

• You’re a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Markham-8675 McCowan Rd, U.1

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both their short term and long term needs.

At CIBC we enable the work environment most optimal for you to thrive in your role.  Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Prepare Financial Plans- Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects to add value to the client relationship. Offer expertise in strategies and solutions for clients - retirement planning; goal planning; life & wealth protection; milestones & purchases planning; succession planning, and tax planning.
• Industry Expertise- Keep up-to-date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change. Provide expertise in dealing with high value clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long term financial requirements.
• Branch & Sales Support- Promotes financial planning strategies as a way of empowering the Investment Advisors to gather and retain assets, which may be generated by product sales as well as client referrals.  Support market activities targeted at developing new external business sources and prospects. Supports IAs in client annual follow-up meetings as it relates to Financial Planning.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity
• You can demonstrate experience as a Financial Planning Specialist. It’s an asset if you have your LLQP or STEP designations.
• You’re a certified professional. You have current CFP accreditation and in good standing.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Mississauga-1 City Centre Dr.

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Relationship Management, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work Collaboratively

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Grand Falls-Windsor-1 Church

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

What it’s like to be a Northbridge Underwriting Specialist

Northbridge Insurance Underwriting Specialist customize solutions for our clients when they need advice on technical risks.  They work closely with our extensive broker network to develop unique solutions for all classes of risk while being responsible for servicing increasing complex accounts in accordance with existing guidelines and business objectives.

The Underwriting Specialist is responsible for underwriting and servicing increasingly complex accounts in accordance with established guidelines and business objectives in the achievement of national standards for data quality and service level agreements. Our Underwriting Specialists are experts in their field and passionate about maintaining strong relationships with our brokers – this means emails and phone calls don’t go unanswered, and in-person broker meetings are regularly penned into their calendars.  Working in a collaborative team, there is the opportunity to coach and mentor junior colleagues and further develop your skills from our more experienced underwriters to help grow your appetite of complex risks.

We want your talent
 

If you are great at:

• Commercial underwriting in complex files with insurable high values and/or revenues

• Sales and negotiations

• Solutions orientated

• Developing and maintaining professional relationship with brokers and/or customers

• Coaching and mentoring more junior underwriters on team

If you have:

• 10+ years of Underwriting experience

• Completed, or pursuing your CIP, FCIP, or RPLU designations

• Significant experience in liability and property.

• Knowledge of Primary/Excess Structure Program and experience in international placements an asset.

• Team-first mentality

We really mean it when we say we put you first. Here are a few ways how:

• Hybrid work! you get to work from the office and at home 50/50, allowing you to manage both worlds with the ease and flexibility you need.

• We offer competitive salaries and support your financial health through our employee share purchase plan, pension plans, RRSP, discounts on staff insurance, and more!

• We help you prioritize your well-being from day one through flexible health benefits, early leave days, wellness programs, rewards, and recognition programs.

• We are invested in helping you grow in your career through education assistance to complete your CIP, FCIP, CRM or other courses desired, internal mobility, Leadership training and mentoring programs.

• NBFC cares about the community and supports the causes you believe in with donation matching and team volunteer days.

Who we are:

We’re Northbridge Insurance. We’re proud to work with Canada’s most trusted commercial broker networks. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to understanding the needs of our customers and creating solutions that help Canadian businesses have a safer and brighter future. We’re a company of passionate people who put people first. Do you want to join a team that believes in working hard – and having fun at work – all while making a difference? Look no further than Northbridge.

At Northbridge Financial we embrace and celebrate you and are committed to creating an inclusive workplace for all! No matter who you are or what makes you unique, we welcome you. Please let us know how we can assist or accommodate you during the selection process.