About the job

Hiring for Desjardins Insurance Kanata Location – Mark A Reid Insurance & Financial Services Inc.Position available: Customer Service & SalesPosition is Full-Time On-Site Monday-Friday 9am-5pmSalary range of $36,000-$45,000 plus no cap bonus based on performance!!

Job Requirements:

• Sales and Service experience (preferred).Successful track record of meeting sales goals.
• Self-motivated.
• Ability to relate to customers.
• Strong communication and interpersonal skills.
• Strong work ethic with a total commitment to success each and every day.
• Organized, with the ability to problem solve.
• Ability to work as a team.
• Attention to detail.
• Strong understanding of technology.
• Ability to motivate and leadership skills.
• Qualifications:No experience necessary - training is provided!Property and Casualty license (must be able to obtain - we will pay for these costs).
• Life and Health license (must be able to obtain - we will pay for these costs).
• past sales experience a strong asset.

•        Client Relationship Management & UHNW Advisory: Manages high-net-worth and international client relationships, delivering tailored, trust-based advisory aligned with client goals, risk appetite, and investment horizon.

•        Portfolio & Wealth Management: Evaluates client financial positions and identifies opportunities across investments, deposits, and protection solutions to support holistic financial planning.

•        NRI Banking & Cross-Border Transactions: Handles NRI banking, forex transactions, remittances, and account management, with a focus on compliant and seamless international service delivery.

•        Regulatory Compliance & Risk Control: Applies KYC/AML frameworks and internal risk controls consistently across client onboarding, transactions, and portfolio reviews.

•        Business Development & Cross-Selling: Builds new client relationships through proactive prospecting, referrals, and networking, while expanding wallet share through cross-selling and upselling.

•        Financial Operations & Process Ownership: Owns end-to-end financial and offboarding processes, coordinating across teams to ensure accurate, timely, and audit-compliant closure.