Financial Services Representative (Canada, ON, CA)

Permanent Full Time 

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Given the size and scope of our organization, we have the flexibility for this position to be performed remotely from anywhere across Canada.

We are looking for a Bilingual Financial Services Representative.

This is a client-facing role designed for experienced insurance professionals who thrive in a fast-paced environment and are passionate about helping clients achieve their financial goals. As a Bilingual Insurance Advisor, you’ll work virtually with clients across Canada, providing expert guidance on insurance and segregated fund solutions. You’ll use your relationship-building and sales skills to uncover opportunities, deliver personalized advice, and drive meaningful results.

Your responsibilities will include:

• Ability to uncover client needs, identify opportunities, and confidently present solutions that align with client goals
• Investigating and resolving client concerns by collaborating with internal partners and conducting research as needed
• Maintaining detailed records of client interactions and ensuring all activities meet compliance and regulatory requirements
• Prepare documentation, complete client applications, process changes and review renewals

What You Bring to the Role

• Valid life insurance license (LLQP) with experience in the financial services industry, with a focus on insurance and segregated fund products, financial planning concepts, and the regulatory environment
• Ability to uncover client needs, identify opportunities, and apply sales skills to support client goals and drive results
• Experience working with third-party insurance carriers is considered an asset
• Self-motivated, adaptable, and resourceful in a dynamic environment
• Professional, client-focused approach with strong communication skills (verbal and written)
• High attention to detail, accuracy, and thoroughness
• Comfortable navigating multiple systems and managing competing priorities
• A Criminal Record and Credit background check is mandatory as a condition of employment

• As this position is posted in several locations, we specify that bilingualism (fluent in French, English, both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

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The base salary for this position is between $59,800 - $99,700 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.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

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

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