Heidi Blondin

  • Home
  • About Us
  • Testimonials
  • Financial Services
    • Investments
    • Banking
    • Tax Free Savings Accounts
    • Registered Education Savings Plans
    • Registered Retirement Savings Plans
    • Life Insurance
    • Critical Illness Insurance
    • Disability Insurance
    • Health and Dental Plans
    • Group Benefits
    • Group RSPs
    • Travel Insurance
  • Videos
  • Blog
  • Contact
  • Resources
  • 613.887.2726

May 9, 2022 By Heidi Blondin

Join Our Team

We are growing again!

Heidi Blondin Financial is looking for an Insurance Client Care Coordinator and Marketing Assistant to join our dynamic team.  This is a hybrid role with tremendous opportunity to grow within our organization.

Who are we ?

At Heidi Blondin Financial, we specialize in financial planning, wealth management services and insurance solutions. We are an all-female team who share the same beliefs in approaching each client with a holistic focus and personalized touch; keeping their financial goals and personal priorities top of mind while educating and partnering. Our heart-centred team strives to provide real advice that is memorable, impactful, and practical.      

It is with great pride that Heidi Blondin Financial is known for being a caring and progressive financial organization. Being recognized for numerous Community Awards, and rated in the Top Financial Firms in Kingston, is a true testament to our passion for providing knowledgeable advice and guidance.

We do our best work with ambitious professionals who thrive within an advisory approach, creating connection and collaboration. Clients who believe their life goals and money need to work in harmony, benefit from our approach and have the financial confidence to live their best lives. Our clients include high net worth individuals and families, business owners, professionals, and group benefit clients.

Who are you?

Helping clients and making them feel important comes naturally to you. You are self -motivated, proactive, professional, and detail oriented. You thrive in a team environment where every meeting, phone call, email, and marketing communication is handled with care, and contributes to the value we provide. A positive work culture, inclusive team and a healthy work-life balance are all important to you.

What do you bring?

You have experience in financial services, in an advisory environment focusing on insurance, wealth and financial planning. Your experience includes familiarity with terms, processes, knowledge of account types, and the range of products and solutions offered in a holistic financial practice.

  • A minimum of 2 year’s experience in wealth and/or insurance administration
  • Strong communication skills (written, telephone and in person)
  • LLQP strongly preferred but can be attained
  • Mutual Fund license preferred but not mandatory
  • Excellent computer skills including Excel, Word, and file management
  • Salesforce.com CRM knowledge an asset
  • High level of professionalism and strong organizational skills
  • Ability to prioritize, work within time constraints and follow-up in a fast paced, high volume practice
  • Experience developing and scheduling social media posts on various platforms
  • Comfortable in social settings and promoting yourself and our team in your circles of influence, in order to meet potential clients
  • Marketing Mindset
  • Driven to solve problems and complete tasks

What would you be doing?

This role can evolve depending on qualifications and career aspirations. Initially the ideal candidate will directly support Heidi Blondin BA, CFP, EPC and the life insurance and living benefits portion of her practice. Core competencies will include:

  • Client file preparation for meetings in collaboration with our Wealth Client Care Coordinator
  • Attend client meetings with advisors on occasion, and prepare meeting notes
  • Explore and evaluate insurance products from multiple insurers to find the best solution for each individual client
  • Prepare insurance illustrations and comparison spreadsheets
  • Initiate and help to complete online insurance applications
  • Process new risk business including insurance and segregated funds
  • Follow insurance applications through to completion and delivery
  • Attend training for multiple insurers to stay up to date on risk solutions available
  • Manage our database of all in-force policies and initiate next steps for policies that need to be exchanged, converted, replaced or updated
  • Respond to client inquiries via telephone and email
  • Understand and manage compliance and regulatory requirements
  • Contribute to improving systems and processes
  • Manage all marketing activities, including website, social media and client events
  • Develop, design and create content for all platforms (linkedIN, FB, IG, website)
  • Manage marketing calendar and secure compliance approval prior to posting
  • Assist with the creation of content for newsletters and blogs
  • Back up support for Wealth Client Care Coordinator:
    • Managing accurate entry, processing and follow up of all wealth transactions including opening new accounts, executing transfers, redemptions, and deposits for both nominee and client held accounts
    • Oversight of all client forms including prefilling information, managing signature completion, and ensuring accuracy of fund codes and fee structures
    • Managing wealth transfers from outside institutions including timely follow up and client updates

Work Location:

Heidi Blondin Financial Inc.
785 Midpark Drive, Suite 100
Kingston, ON K7M 7G3

Job Type and Schedule:

  • Full-time, Permanent
  • Monday to Friday 9-5

Compensation:

Competitive Annual Salary will be based on experience and qualifications
Quarterly bonuses
Shared commission on co-worked cases referred by employee

There is also the potential to own and manage a block of clients.

Benefits:

We offer a benefit package and a Health Spending Account. Including:

  • Life Insurance
  • Critical Illness protection
  • Disability insurance
  • Health Spending Account
  • Free on-site parking

Heidi Blondin Financial is an equal opportunity employer and welcomes and encourages applications from all qualified individuals including persons with disabilities. All applications will be held in strict confidence.

Qualified applicants are invited to submit a resume and covering letter to Heidi Blondin at:

info@heidiblondin.com

We thank all candidates, however, only those under consideration will be contacted. No phone calls please.

Filed Under: Uncategorized

Popular Requests

  • Apply For Travel Insurance
  • Request An Insurance Quote
  • Combination Insurance
  • Individual Health and Dental Plans

Testimonials

Dear Heidi,
I’d like to take this opportunity to thank you for providing exceptional service. You have guided my financial direction since 2007 and have tailored a plan to suit my budget and goals. Your knowledge, professionalism, and honest approach have allowed me to relax and trust that you have my best interests in hand.
It’s obvious that you are passionate about helping others and as a result I have a great deal of confidence knowing that you are helping me plan for my future.

Sincerely,
A.F. - Kingston, Ontario

See & Write Reviews for Heidi

Connect on Facebook

This message is only visible to admins.
Problem displaying Facebook posts. Backup cache in use.
Click to show error
Error: Error validating access token: The session has been invalidated because the user changed their password or Facebook has changed the session for security reasons. Type: OAuthException

Recent Posts

5 holiday gift ideas to help keep your budget on track this year

Happy Retirement Diane!

So you’ve been named Executor…

Join Our Team

Contact Heidi

Heidi Blondin Financial Inc.
100-785 Midpark Drive
Kingston, ON K7M 7G3
(613) 887-2726

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
Privacy Policy | Website Compliance
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.