We are hiring!

CUSTOMER SUPPORT REP

APPLY NOW

INCLUDE YOUR RESUME IN APPLICATION

ILScorp, a local online education company, is seeking a full-time or part-time customer support relations member to provide prompt, fair and quality support to our customers while upholding the integrity of ILScorp’s reputation and contributing to its continued growth as a leader in online education and client care.

How you’ll succeed

  • Customer engagement – Help customers manage their accounts and online education products. Focus on the customer experience and make interactions meaningful. Uncover the customers’ needs and connect them with the right ILScorp education products to help them reach their goals.
  • Problem solving – Listen, ask questions, and put yourself in the customer’s shoes. Take accountability for customer issues and know when to lean on others to create a better solution together.
  • Leveraging technology – Explain complicated concepts simply and share your knowledge by helping customers navigate our online education applications, helping them to better manage their educational needs.

Who you are

  • You put our customers 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 love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.

You will:

  • Possess excellent English verbal and written skills
  • Demonstrate effective telephone communication and customer service skills
  • Have strong technical skills, able to promote and demonstrate the use of a digital, self-paced learning environment.
  • Answer phone calls, emails and tickets involving sales, product inquiries, how-to inquiries, and technical issues.
  • Problem solve through investigation, resolution and follow-up.
  • Receive payments and make collection calls.
  • Perform other administrative matters as required such as couriers, mail, typing and office supply management

Remote and in office options available.

Job Types: Full-time, Part-time, Permanent

SEND YOUR RESUME NOW

Benefits:

  • Casual dress
  • Dental care
  • Extended health care
  • Paid time off
  • RRSP match
  • Vision care

Schedule:

  • Monday to Friday

COVID-19 considerations:
We are following all provincial health orders

MFDA Continuing Education Program

New MFDA Continuing Education Requirements

MFDA Continuing Education (CE) requirements establish minimum standards for Approved Persons of MFDA Members to keep their industry knowledge current and maintain a high standard of professionalism.

MFDA Rule 1.2 and 1.2.6 and Policy 9 (collectively the “CE requirements”) came into effect on December 1, 2021. Only recognized Continuing Education (CE) activities taken on or after this date can be reported in the CE Reporting and Tracking System (“CERTS”) and count towards the fulfillment of the new CE Requirements.

PARTICIPANTS (Approved Persons)

Participant” means any Approved Person who is registered, during a cycle, as a dealing representative, chief compliance officer or ultimate designated person under Canadian securities legislation, or designated by the Member as a branch manager or alternate branch manager, or alternate chief compliance officer under MFDA Rules.

All Participants must complete the required number of credits in each CE cycle.  Each cycle will be 2 years in length, starting December 1 of each odd numbered year. This aligns with the CSF’s continuing education cycle.

Participants registered as Dealing Representatives must take 30 credits total in each cycle, which is comprised of:

  • 8 Business Conduct (BC) Credits. A minimum of 1 and maximum of 2 of these Business Conduct Credits must relate to ethics. A single Business Conduct Credit consists of 1 hour of training in educational material that promotes, directs and guides ethical and compliant conduct. It includes education regarding ethical issues, MFDA Rules and Policies, other applicable legislation, and Member’s policies and procedures for complying with regulatory requirements. This would include topics such as conflicts of interest, Know-Your-Client standard and suitability, and complaint handling.
  • 20 Professional Development (PD) Credits. A single Professional Development Credit consists of 1 hour of training in educational material that maintains or enhances an advisor’s financial knowledge or proficiency.  This would include topics such as products, financial planning, and investment strategies and asset allocation.
  • 2 MFDA Compliance (MC) Credits. These must be obtained by completing continuing education activities specifically created and designated by the MFDA for the purposes of MFDA Compliance Credits.

Those Participants who are not Dealing Representatives, but are registered or designated as Chief Compliance Officers (CCOs), Ultimate Designated Persons (UDPs), Branch Managers (BMs), Alternate CCOs or Alternate BMs are required to take 10 credits total in each cycle: 8 Business Conduct credits (1 to 2 in ethics) and 2 MFDA Compliance credits.

Mapping of CSF CE Categories to MFDA CE Categories

This table provides guidance on how Chambre de la sécurité financière (CSF) accredited courses are to be used under the MFDA CE Program.

Credits are to be assigned on a 1:1 basis. For example, a course given 2.5 General Subject credits under the CSF CE program would be worth 2.5 Professional Development credits under the MFDA CE Program.

 CSF CATEGORY MFDA CE CREDIT COMPONENT
General Subject Professional Development
Insurance of Persons Professional Development
Group Insurance of Persons Professional Development
Group Savings Plan Brokerage Professional Development
Scholarship Plan Brokerage Professional Development
Compliance with Standards, Ethics or Professional Conduct Business Conduct1

CLICK HERE FOR ACCESS TO CSF CE COURSES

 

Mapping of FP CANADA CE Categories to MFDA CE Categories

This table provides guidance on how FP Canada (FP) accredited courses are to be used under the MFDA CE Program.

Credits are to be assigned on a 1:1 basis.

FP CANADA CE CATEGORY
MFDA CE CATEGORY
Financial Planning
Professional Development
Practice Management
Professional Development
Product Knowledge
Professional Development
Professional Responsibility
Business Conduct (see note below)
Giving Back
N/A

 

CLICK HERE FOR ACCESS TO FP CE COURSES

Jobs that may conflict with getting your insurance license.

NOTICE TO THE PROFESSION AND THE PUBLIC POTENTIAL OCCUPATIONS AT CONFLICT WITH DUTIES OF AN INSURANCE INTERMEDIARY – FROM THE ALBERTA INSURANCE COUNCIL

In the interest of fairness, transparency, and to expedite the application process, the Councils provide the following examples of other occupations which may present a conflict of interest while acting as an insurance agent, or may present an opportunity to exercise undue influence in order to secure or direct insurance business.

 

In response to the increased number of applications to receive, renew, reinstate or retain certificates of authority (colloquially referred to as insurance “licenses”) the Life Insurance Council (LIC), the General Insurance Council (GIC) (collectively referred to herein as the “Councils”) and the Alberta Insurance Council (AIC) issue the following Notice to the Profession and the Public.

 

BACKGROUND
The current Insurance Agents and Adjusters Regulation
1 provides the following:

  • Insurance agents the individual must not be in a position to use coercion or undue influence in order to control, direct or secure insurance business
  • the individual must not be engaged in another occupation or business that would place the individual in a conflict of interest position when acting as an insurance agent.

 

The following occupations may prevent an applicant from receiving, renewing, reinstating or retaining a certificate of authority due to a potential conflict of interest, or due to the potential of undue influence, coercion or control in order to secure or direct insurance business:


Government Employees (federal, provincial, and local municipalities);

Politicians and Legislators;

Religious and Spiritual Leaders;

Members of the Judiciary, lawyers and members of the Law Society of Alberta (or other legal societies within Canada);

Law Enforcement Employees; RCMP, municipal police, penitentiary staff, probation officers, behavioral correctional staff (remand centers etc.), youth justice workers, and investigators;

Members of an arbitrative administrative law panel (on matters of appeals or eligibility);

Physicians, psychiatrists, psychologists, counsellors, mediators, social workers, therapists, mental health clinicians and the staff who support them;

Medical examiners, crisis intervention workers, registered nurses (“RNs”), front-line nurses, residential care workers, out-patient support, rehabilitative and palliative care workers;

Employees of outreach, public access or charitable programs (both private and public) who assist a vulnerable sector of the public;

Maintenance enforcement workers, bailiffs, collections staff, or pawnbrokers;

Corporate franchise tax preparers;

Immigrant and new-comer support workers (private or public); and

Volunteer workers in any of the above fields.

These professions are provided as a guideline, only. Click here to view the full notice document.

Even if your business activities are not on the List of Other Employment and Business Activities Considered by Council, use discretion to ensure they do not have the potential to create a conflict of interest. Review your Provincial Insurance Council Code of Conduct’s Conflict of Interest Guidelines periodically on how to plan for and address situations when a conflict of interest arises, and how to manage or avoid such conflicts.

CONFLICT OF INTEREST BRITISH COLUMBIA

CONFLICT OF INTEREST MANITOBA

CONFLICT OF INTEREST SASKATCHEWAN

 

ILScorp Offices Closed Monday for BC Day

ILScorp Offices Closed Monday for BC Day

Happy BC Day British Columbians!

ILScorp offices will be closed Monday August 2, 2021 to celebrate BC Day.

Our offices will be open on Tuesday August 3.

Enjoy the holiday!

8 FUN FACTS ABOUT BC

1. All of the grey squirrels in Stanley Park today are descended from eight pairs of grey squirrels given to Vancouver by New York City in 1909.

2. The Jolly Jumper baby seat was patented in B.C. in 1957 and manufactured in North Vancouver. Susan Olivia Poole and her son, Joseph Poole, designed the seat to be suspended from the ceiling by a harness, allowing children to bounce and swing without parental help.

3. One of the oldest known western red cedars, the Hanging Garden Tree on Meares Island near Tofino, is estimated to be between 1,500 and 2,000 years old.

4. Whistler is named after the hoary marmot, a rodent nicknamed “whistler” because it gives a sharp piercing whistle to warn of danger.


5. The first electric streetlights in Vancouver were lit on Aug. 8, 1887.

6. B.C. has the world’s largest supply of nephrite jade, making it a geological temple to the substance the Chinese call “the stone of heaven.” The green stone is found at about 50 sites in the province. Most of B.C.’s jade production is exported to China. Jade boulders are weathered brown, grey or white, which conceals the green nephrite core.

7. Ogopogo has been a protected species since 1989, thanks to the B.C. government. The legendary serpent-like creature believed but never proved to inhabit the depths of Okanagan Lake has legal protection from being captured, killed or even harassed. “Now we can protect the creature because we can put a total closure on its capture,” B.C.’s wildlife director Jim Walker said at the time. “It would be most exciting if it was some species not known before.”

8. The Canadian record for greatest rainfall in one day — 489 mm — was set in Ucluelet on Oct. 6, 1967. The record still stands.

New Year New You – Level 2

New Year New You – Level 2

New Year, New You. Earn your Level 2 License.

To obtain your Level 2 license you must pass the CAIB 2 and the CAIB 3 exams. (BC, SK, MB)

Alberta requires CAIB 1, CAIB 2 and CAIB 3 completion to earn your level 2 license.

Use ILScorp’s online CAIB exam preparation courses, or Daily Assisted Virtual Classroom Programs to quickly prepare you for your Level 2 license.

CAIB Exam Prep Self-Study Online Video Courses are divided into easy-to-manage chapters with end of chapter quizzes. Each chapter includes 10-20 video clips of the instructor, along with easy to read text. A downloadable PDF workbook, key terms, a mock midterm and a mock final exam are also included. Once you purchase your subscription, you can begin taking your course immediately! All material is viewed online and is accessible 24/7.

MORE INFO ON CAIB EXAM PREP

 

How the CAIB exam preparation courses work

  • Once you purchase, you can begin taking your course immediately! If you are a new subscriber, you will receive an automated username and password by email.
  • All material is viewed online. All you need is an internet connection!
  • Your course can be accessed any time. You can log in and log out as many times as you wish, pause, rewind and review, unlimited access for 4 months.
  • Quizzes and Final exams help you retain the information.
  • Once you feel prepared to write your CAIB exam, you must contact your Insurance Council, or in BC the Brokers Association to book your exam.
  • Should you require any assistance at any time during your course work, we are here to support you! Email info@ilscorp.com

 

British Columbia Level 2 General Insurance Agent License

A level 2 general insurance agent is not restricted to where he or she can work and is not prohibited from signing contracts of insurance. Although insurance industry experience is not required, an applicant must be an authorized representative of a licensed general insurance agency and have met the educational requirements.

Saskatchewan Level 2 General Insurance Agent License

A Level 2 licensee shall not manage an agency.

Manitoba Level 2 General Insurance Agent License

A level 2 general insurance agent is authorized, to sell the insurance policies authorized under section 3, both inside and outside of the office of a general insurance agency, but is not authorized to manage the office of a general insurance agency

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