Proposal Specialist, RFP, Financial Services
Recruit Action inc.
contract
Posted on:
Location Type: Remote
Location: Canada
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Salary
💰 CA$31 - CA$36 per hour
About the role
- Drive the creation of high-quality RFPs, RFIs, and investment proposals within the insurance and asset management sector.
- Develop and complete RFPs, RFIs, DDQs, surveys, and other proposal materials to support business growth.
- Manage the full proposal lifecycle, ensuring accuracy, consistency, and alignment with established standards.
- Research, analyze, and draft content using internal databases and input from subject matter experts.
- Collaborate with cross-functional stakeholders to gather, validate, and refine information.
- Coordinate with Compliance and Legal teams to secure necessary approvals.
- Act as a key resource for global sales and marketing teams by providing timely and accurate information.
- Support team initiatives and handle ad hoc requests as required.
Requirements
- Bachelor’s degree in business, marketing, communications, or a related field
- 2 to 4 years of experience in financial services, with strong preference for proposal or RFP writing experience
- Excellent written and verbal communication skills
- Strong attention to detail, organization, and project management capabilities
- Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment
- Strong analytical skills with the ability to identify inconsistencies and ensure data accuracy
- Proactive and self-motivated, with the ability to work both independently and collaboratively
- Proficiency in Microsoft Office Suite and Adobe tools
- Experience with proposal management systems such as Qvidian, Loopio, or Responsive is an asset
Benefits
- 12-month contract with potential for permanent employment
- Full-time position: 37.50 hours per week
- Weekday schedule from 9 am to 5 pm
- Enjoy the flexibility of remote work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
RFP writingproposal developmentdata analysisproject managementcontent draftingproposal lifecycle managementattention to detaildata accuracyfinancial services experiencemarketing communications
Soft Skills
written communicationverbal communicationorganizationability to manage multiple prioritiesmeeting tight deadlinesanalytical skillsproactiveself-motivatedcollaborativecross-functional collaboration
Certifications
Bachelor’s degree in businessBachelor’s degree in marketingBachelor’s degree in communications