Financial Services Representative (Bilingual)

We are looking for a Financial Services Representative in Canada.


The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and mental well-being of Canadians. They support special client-facing initiatives and are responsible for developing new clients and preserve and grow assets and insurance managed by the centre by providing superior client service and handling inquiries and adhering to compliance standards. 


What you will do  

• Proactively contact clients and answer inbound inquiries. 
• Provide advice and account / policy maintenance services using appropriate planning processes. 
• Maintain a compliant practice. 
• Improve client engagement in pursuit of the centres overall business development objectives. 
• Promote client portals & e-delivery options for statements, confirmations & marketing communications. 
• Provide input to inform continuous refinement of the business model. 
• Educate customers about products, solutions and services Canada Life / Quadrus provides. 

 

What you will bring  

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
  
  
• Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services. 
• Valid life insurance license (LLQP) and IFIC/CSC required (At least one of the two licenses must be held at the time of application, and willing to obtain the second license within 90 days of hiring date) 
• Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations.
• Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate. 
• Customer service focus, and an ability to handle a high volume of inbound calls efficiently while maintaining concise and effective communication, and delivering a positive client experience.
• Strong financial planning skills. 
• Proven sales skills, including the ability to identify client needs, recommend appropriate solutions, and refer opportunities while building long-term relationships.
• Excellent verbal and written communication skills. 
• Excellent organizational, time management, and attention to detail skills. 
• Quick thinking and innovative. 
• Sound working knowledge of MS Office products, Investment Centre, Salesforce. 
• Post-secondary degree or equivalent work experience. 

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The base salary for this position is between  $52,800.00 minimum - $97,700.00 maximum annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

 Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

 Be your best at Canada Life- Apply today!

 Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

 You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

 Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

 Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

 We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

 It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].


Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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