Description
Pathfind is seeking an Associate Insurance Advisor for their client, a wealth management organization in Edmonton, Alberta. The role involves managing client documentation, working with insurance-based investment products, assisting Financial Advisors, scheduling client meetings, sending client communications, updating CRM data, handling client inquiries, and developing client relationships. The ideal candidate will have experience in a financial assistant capacity, a strong understanding of insurance products, a Bachelor's degree, and proficiency in Microsoft Office, especially Excel.
