[Hiring] Bilingual Financial Services Representative @The Canada Life Assurance Company

Role Description

We are looking for a Bilingual Financial Services Representative. 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 to develop 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.

• 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
• Keep marketing and business development plans current and up to date
• Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs
• Educate customers about products, solutions and services Canada Life / Quadrus provides

Qualifications

• Bilingualism (fluent in French and English) required
• 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) (required) and IFIC (or willing to obtain)
• Valid mutual fund registration (optional) (or willing to obtain)
• Acquisition of strong knowledge of savings, investment and insurance products/services and financial planning concepts
• Post-secondary degree or equivalent work experience
• Customer service focus
• Strong financial planning skills
• Excellent verbal and written communication skills
• Well-developed presentation skills
• Excellent organizational and time management skills
• Quick thinking and innovative
• Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations, Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC)
• Sound working knowledge of MS Office products, Investment Centre, Salesforce
• A Criminal Record and Credit background check is mandatory as a condition of employment

Requirements

• Given the size and scope of our organization, we have the flexibility for this position to be located across Canada.

Benefits

• 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.