Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 14 mins ago
T
Personal Banking Associate Trainee
TD
Okotoks, AB
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
Data Architect, Technology Data Management
TD
Toronto, ON
- Full-time
Added 14 mins ago
T
Senior Audit Manager, Quality Control Financial Crimes Audit (1140)
TD
Toronto, ON
- Full-time
As a Quality Control Senior Audit Manager, you’ll plan and perform complex quality control reviews for the Financial Crimes Audit teams. You will be managing associated working…
Added 14 mins ago
T
Senior Legal Counsel (Everyday Banking, Savings & Investing)
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
Workplace Ambassador
TD
AB
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 14 mins ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
Tax Estate Planner
TD
Montreal, QC
- Full-time
Working proactively with direct manager to develop improved client experience, operational and Practice Management practices, and overall personal development.
Added 14 mins ago
T
Senior Personal Banker Trainee – Home Borrowing
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
Group Manager, Finance - IDPP
TD
Toronto, ON
- Full-time
Added 14 mins ago
T
Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory (Canada) (5181)
TD
Toronto, ON
- Full-time
We are looking for a Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory to join our team in Canada. The ideal candidate must have compliance experience in the…
Added 14 mins ago
T
Senior Financial Analyst
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
Finance Manager
TD
Toronto, ON
- Full-time
The Finance Manager supports the achievement of CPB COO business objectives through financial planning, performance management, strategic analysis, and decision support. The role delivers…
Added 14 mins ago
T
Manager, Business Compliance Oversight, Global Asset Management (5427)
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
Customer Experience Associate - Campbell River
TD
Campbell River, BC
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
Personal Banking Associate Trainee - Repentigny
TD
Repentigny, QC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
Group Manager, Specialized Finance
TD
Toronto, ON
- Full-time
…reporting. This role will report directly to the Senior Group Manager, Specialized…
Added 14 mins ago
T
Customer Experience Associate - Korean and/or Mandarin Language Skills an Asset
TD
North Vancouver, BC
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 44 mins ago
T
Governance & Control Intern/Co-op (Winter 2027)
TD
Montreal, QC
- Full-time
Reporting directly to the Manager, TDI Governance and Control, develops, implements, leads, monitors, and/or assesses quality management and risk management activities to promote…
Added 44 mins ago
T
TD Insurance Governance & Control Strategy & Transformation Intern/Co-op (Winter 2027)
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 44 mins ago
GS
Customer Success Manager
Good Standing AI
Toronto, ON
- Full-time
We're looking for a Customer Success Manager to join our growing team and ensure our enterprise clients achieve maximum value from our compliance automation platform. You'll be the primary…
Added 44 mins ago
Customer Experience Manager
Laura Canada
Saskatoon, SK
Privately owned and based in Laval, Quebec, with a strong vision for innovation and optimizing the employee and client experiences, we continue to help generations of Canadian women to look…
Added 44 mins ago
Bodily Injury Examiner
OTIP Group of Companies (OTIP, Orbit, Curo)
Waterloo, ON
…service standards, goals and criteria. Reporting to the Senior Manager, National Injury, the core parts of your role will be…
Added 58 mins ago
M
Generalist, Human Resources
Morguard
Mississauga, ON
- Full-time
The Human Resources Generalist is accountable to Manager, Human Resources for supporting the day to day Human Resources functions and objectives to ensure that the departmental goals are…
Added 59 mins ago
C
Sr. Infrastructure Engineer - Patching
CIBC
Toronto, ON
- Full-time
…telemetry, dashboards, and operational metrics for compliance, success rate, failure analysis, drift, and recovery. Lead continuous improvement through root-cause analysis, tuning of…

Canada Life

Client Experience Specialist - Winnipeg

Winnipeg, MB, Canada

The base salary for this position is between $45,900 - $68,800 annually. · Full-time

Apply About employer

Applications open in a new tab.

Job details

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

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.

Apply About employer

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

Report this job