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Added 4 mins ago
Solutions Designer – Senior - RQ11310
S M Software Solutions Inc
Toronto, ON
Internship
Knowledge of related best practices, OPS directory/messaging standards, standard facilities infrastructure/architecture management, facility service delivery processes, infrastructure…
Added 4 mins ago
Solutions Designer – Senior - RQ11310
S M Software Solutions Inc
Toronto, ON
Internship
Knowledge of related best practices, OPS directory/messaging standards, standard facilities infrastructure/architecture management, facility service delivery processes, infrastructure…
Added 4 mins ago
Solutions Designer – Senior - RQ11310
S M Software Solutions Inc
Toronto, ON
Internship
Knowledge of related best practices, OPS directory/messaging standards, standard facilities infrastructure/architecture management, facility service delivery processes, infrastructure…
Added 4 mins ago
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
Full-time
We are seeking a Processing Center Advisor with experience in accurate data processing, data entry, business documentation, stakeholder coordination, compliance review, financial review,…
Added 4 mins ago
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
Full-time
We are seeking a Processing Center Advisor with experience in accurate data processing, data entry, business documentation, stakeholder coordination, compliance review, financial review,…
Added 4 mins ago
Senior Advisor, Strategic Change and Transformation Engagement (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
Full-time
…and used within an organizational model focused on product management, agile at scale, and continuous value…
Added 4 mins ago
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
Full-time
We are seeking a Processing Center Advisor with experience in accurate data processing, data entry, business documentation, stakeholder coordination, compliance review, financial review,…
Added 4 mins ago
Labor Relations Specialist
Carlson Construction Group
North Vancouver, BC
$80,000 to $95,000 CAD / year
Full-time
…diverse group of companies, this role will serve as a trusted advisor on labour and employee relations matters across multiple construction, fabrication, marine, industrial, and heavy civil…
Added 34 mins ago
Senior Procurement Advisor
Raise
Burnaby, BC
Full-time
Raise is currently hiring a Senior Procurement Advisor on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry…
Added 49 mins ago
Service Advisor, Contact Centre
ATB
Calgary, AB
Full-time
As ATB’s next Service Advisor within our Client Care Contact Centre, you will:
Added 49 mins ago
Services Manager, Stores
sephora.com
Hamilton, ON
Full-time
Beauty Studio Management. Manage the daily operations at the Beauty, Skincare and Fragrance Studio (as applicable). Ensure that the Coordinator, Beauty Studio are adequately trained to…
Added 49 mins ago
Enterprise Architect, Americas Markets & Industries Office of the CTO
Microsoft
Goodwood, ON
Full-time
As a trusted advisor, you will work closely with customer executives, architects, engineers, and Microsoft account teams to guide technology decisions, remove obstacles, and drive…
Added 1 hour ago
Senior Tritium Engineer
Kinectrics
Toronto, ON
Full-time
Act as a trusted technical advisor and help establish and grow technical capability through methodology development, knowledge transfer, mentoring, proposal development, risk management,…
Added 1 hour ago
Director, Finance
Cambridge Memorial Hospital
Cambridge, ON
Full-time
…is a high-impact opportunity to serve as a trusted financial advisor to the Executive Team and Board Committees while leading a dedicated finance team in delivering robust financial…
Added 1 hour ago
Senior Solutions Architect (Pre-Sales)
Jobgether
Canada
$130,000 to $180,000 CAD / year
Full-time
You will act as a trusted technical advisor, guiding organizations through complex architecture decisions and technology modernization initiatives.
Added 1 hour ago
Communications Advisor
The University of British Columbia
Vancouver, BC
$7,158.42 to $10,292.25 CAD / month
Full-time
The Communications Advisor coordinates and implements communication plans, initiatives, and activities in partnership with teams across the Finance and Operations (VPFO) portfolio,…
Added 1 hour ago
Principal Sales Systems Engineer
Jobgether
Canada
Full-time
You’ll act as a principal technical advisor, building credibility with government technology leaders, policy stakeholders, systems integrators, and industry partners.
Added 1 hour ago
Manager Plant Maintenance
Carleton University
Ottawa, ON
Other
Equivalencies will be considered. Applicants are encouraged to provide information which may demonstrate equivalent qualifications. Please note that applicants may be required to complete…
Added 1 hour ago
Senior Advisor, Community Relations (Trois-Rivières)
VIA HFR - VIA TGF Inc
Canada
Are you looking to take on a challenging and high-impact role? We are seeking a Senior Advisor, Community Relations. This position, based in Trois-Rivières, requires travel within the…
Added 1 hour ago
Senior Manager, Sales Originator (Banking & Insurance)
Accenture
Toronto, ON
Full-time
You understand that sustainable sales success begins with disciplined pipeline creation and management. In addition to carrying a substantial annual sales quota, you proactively cultivate…
Added 1 hour ago
Associate
RBC
Burlington, ON
Full-time
- Support the Investment Advisors in general administrative duties in the management of client accounts
Added 1 hour ago
Associate
RBC
Guelph, ON
Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 2 hours ago
Private Wealth Tax, Manager
PwC
AB
Full-time
Join PwC Private’s Tax practice and be the trusted advisor behind the success of entrepreneurs, family enterprises, and dynamic private companies. You’ll help clients turn complex tax…
Added 2 hours ago
Sales (Fitness Advisor) - Kanata Hazeldean Mall
GoodLife Fitness
Ottawa, ON
Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 2 hours ago
Crewing Scheduler
BC Ferries
West Vancouver, BC
Other
Implementing schedules and staff assignments prepared by crewing officers/advisor, cross checking as required

Canada Life

Client Experience Specialist - Winnipeg

Winnipeg, MB, Canada

Pay: The base salary for this position is between $45,900 - $68,800 annually.
Job type: Full-time
Apply by: Oct 12, 2026
Posting language: English
Posted: Sep 9, 2026

Apply About employer

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Original job description

Permanent Full Time

Reporting to the Manager, Operations the Client Experience Specialist (CES), will be the ‘glue’ that binds all client relationships together. You will be the first voice people hear when they call in, and the first person they see when they visit.

Major responsibilities will include client servicing, client meeting coordination, review and follow up on client communication and documentation, processing and administrative support to advisors and other duties as assigned.

The ideal candidate will hold a Life and A&S License and be willing to obtain an MFDA license, and willing to complete all required continuing education requirements for licencing.

Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism, attention to detail and a strong focus on growth both personally and professionally.

We value talent development and internal career progression. This role provides a strong foundation for future opportunities across the organisation, allowing the successful candidate to expand their skills, explore new areas of interest, and pursue advancement as suitable opportunities arise.

What You Will Do

Respond promptly to client inquiries via telephone, email, video conference and in person.
Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members.
Answer queries, disseminate or explain information to callers and visitors both internal and external as required.
Escalate all client matters in a timely manner, as warranted by the situation.
Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects.
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Handle all client requests with the Advisor and/or the team within pre-defined SLA’s.
Contribute to the collective (team), business and personal goals and targets.
Provide coverage for other support staff, as directed from time to time.
Ensure accuracy of completed paperwork, financial plans and all client meeting documentation
Coordinate client account/trade instructions for creation and completion.
Processing insurance and investment new business and in-force service work from start to finish, ensuring accuracy and timely follow-up.
Ensure that all client information and documentation is entered in the CRM/files.
Provide ongoing feedback to the team to ensure all opportunities for business improvements and efficiencies are captured and reviewed.

What You Will Bring

2 years in an Advisor/Client support role in a Financial Services/Insurance firm.
Initiate and maintain excellent relationships with clients, advisors, branch support staff, head office staff, carrier contacts and other key stakeholders.
Excellent client service skills are required. Ability to anticipate client needs and timely follow up is expected.
Adaptability to changes in product, process, procedures and technology, with an understanding of the need to quickly change priorities and respond in a positive manner
Strong problem-solving skills and positive, can-do attitude
Organizational skills and time management – able to multi-task, prioritize and comfortable working in a fast-paced environment.
Proficiency of MS Office programs such as Word, Outlook, Excel, Power Point, MS Teams, SharePoint, and aptitude for learning new technology
Knowledge of Univeris, CRM and other industry systems and software an asset.

The base salary for this position is between $45,900 - $68,800 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 talentacquisitioncanada@canadalife.com. 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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More about this job

Responsibilities

Respond to and coordinate client inquiries, appointments, communications, and service requests while providing a consistent, high-quality client experience. Support advisors by processing insurance and investment business, maintaining accurate client records and documentation, and contributing to team goals and process improvements.

Requirements

Requires two years of advisor or client support experience in a financial services or insurance firm, excellent client service and communication skills, and strong organization, time management, and problem-solving abilities. A Life and Accident & Sickness license is sought, with willingness to obtain an MFDA license and complete required continuing education; proficiency with Microsoft Office is expected, while Univeris and industry systems experience is an asset.

Skills

Client Service
Communication
Empathy
Attention To Detail
Relationship Management
Appointment Coordination
Documentation
Administrative Support
Insurance Processing
Investment Processing
Problem-Solving
Organization
Time Management
Multitasking
Microsoft Office
CRM

Benefits

Career Advancement Opportunities
Education Reimbursement
Health Benefits
Dental Benefits
Mental Health Benefit
Vacation and Personal Days
Volunteer Day
Company-Matching Pension Plan
Share Ownership Program
Investment Options
Employee Recognition Programs
Employee Discounts
Employee Resource Groups
Mentorship Programs
Social Clubs and Events

Visa sponsorship

Not detected in the job text

Keywords

Life License
Accident And Sickness License
MFDA License
Continuing Education
Financial Services
Insurance
Client Experience
Client Servicing
Advisor Support
Client Meeting Coordination
Service Level Agreements
Financial Plans
Client Documentation
Account Instructions
Trade Instructions
New Business Processing
In-Force Service
CRM
Univeris
Microsoft Word
Microsoft Outlook
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams
SharePoint
Process Improvement

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