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Added 9 mins ago
Supply Chain Optimization Analyst (Contract)
Riverside Natural Foods Ltd. (Home of MadeGood)
Toronto, ON · North York, ON
Contract
…Riverside, you’ll have the opportunity to chart your own path to success while contributing to ours. We believe anything worth doing is worth doing right, and our values will guide us…
Added 9 mins ago
Branch Manager
Gerrie Electric Wholesale Ltd.
Welland, ON
$90,000 to $110,000 CAD / year
Full-time
The Branch Manager is responsible for leading branch operations, developing employees, growing sales, and building strong customer and vendor relationships. This role drives performance,…
Added 9 mins ago
Sales Manager, Velocity SMB Grower (Canada)
Stripe
Toronto, ON
Full-time
Partner cross-functionally with Customer Success, Product, and Partnerships to surface customer insights and deliver a unified Stripe experience across accounts.
Added 9 mins ago
Marketing Manager
Express Employment Professionals - Cambridge
Cambridge, ON
$70,000 to $80,000 CAD / year
Full-time
We are looking for an experienced E-Commerce & Marketplace Operations Manager to own and grow our online business across our direct-to-consumer storefront and third-party retail…
Added 9 mins ago
Branch Manager
Gerrie Electric Wholesale Ltd.
Mississauga, ON
$90,000 to $110,000 CAD / year
Full-time
The Branch Manager is responsible for leading branch operations, developing employees, growing sales, and building strong customer and vendor relationships. This role drives performance,…
Added 11 mins ago
Data Designer II
TD
Toronto, ON
Full-time
Ensure business operations follow applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
Added 11 mins ago
General Manager
BELFOR CANADA INC.
Mont-Tremblant, QC
$75,000 to $90,000 CAD / year
Full-time
The General Manager drives the performance and success of the branch, ensuring revenue growth, profitability, and operational excellence. This leadership role oversees multiple departments,…
Added 11 mins ago
Senior Manager Global Internal Audit and Internal Controls
Circle K
Laval, QC
Full-time
At Couche-Tard/Circle K, our mission is simple: to make our customer’s lives a little easier everyday. You may have already stopped for coffee, refueling your car, or eating something on…
Added 11 mins ago
Alterations Lead
CHANEL
Toronto, ON
Full-time
…savoir-faire to the Atelier team. The Alterations Lead reports to the Operations Manager and works closely with Boutique Management, Fashion Advisors, Tailors, CHANEL&moi teams, and the…
Added 27 mins ago
Quality Control Senior Specialist
OSL Retail Services Inc
Mississauga, ON
Other
…system/process management skills to support quality control (QC) operations in the Canadian market, as well as various business systems and application support for customer service…
Added 27 mins ago
League Manager - Part-Time (Winnipeg)
Brodie Rec League
Winnipeg, MB
Part-time
Run your week without being chased. On non-game days you work independently. Keep your work visible to your District Manager through the CRM, the Season Success Checklist and weekly…
Added 27 mins ago
Assistant Produce Manager
Farm Boy Inc.
Ottawa, ON
From $21 CAD / hour
Full-time
Support daily operations by ensuring outstanding customer service, accurate merchandising and rotation, adequate staffing coverage, and consistent department cleanliness.
Added 41 mins ago
Quality Control Senior Specialist
OSL Retail Services
Mississauga, ON
Full-time
…system/process management skills to support quality control (QC) operations in the Canadian market, as well as various business systems and application support for customer service…
Added 41 mins ago
Graduate Systems Engineer
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Internship
…unbeatable warfighting edge. From surface vessels to sub-surface operations and unmanned platforms, we are revolutionizing the way naval missions are…
Added 42 mins ago
Corporate Store Key Holder
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…retailer with close to 300 stores and growing! The key to our success is progressive thinking, detailed/ methodical planning and flawless execution by passionate people across our…
Added 42 mins ago
Dispatcher
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Full-time
Under immediate direction, the Dispatcher provides timely response of customer inquiries up to and including pick-ups, schedules, product orders, etc., and all other aspects of a customer's…
Added 42 mins ago
Niagara (5) - Team Lead
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Collaborate with Store Manager to manage daily operations, meeting key performance indicators, profit and loss targets, and exceeding customer expectations.
Added 42 mins ago
Quality Assurance & Food Safety Supervisor
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Markham, ON
Full-time
…verification, audit readiness, and compliance with regulatory, customer, and internal requirements. Decision-making authority is exercised within the scope of the role, with escalation to…
Added 56 mins ago
Resident Manager (3 Month Contract)
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Full-time · Contract
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 56 mins ago
Bilingual Associate Property Manager (ENG/FR)
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Full-time
Reporting to the Property Manager, you will ensure all Property Management policies, procedures and operations are conducted effectively. You will develop, administer and submit regular…
Added 1 hour ago
Assistant Produce Manager
Farm Boy Inc.
Ottawa, ON
$21 CAD / hour
Full-time
Support daily operations by ensuring outstanding customer service, accurate merchandising and rotation, adequate staffing coverage, and consistent department cleanliness.
Added 1 hour ago
Food & Beverage Manager
Parq Casino
Vancouver, BC
$55,000 to $60,000 CAD / year
Temporary
The Restaurant Manager provides leadership for all Front of House operations and is responsible for overseeing restaurant, beverage, catering, and group sales functions. Working closely…
Added 1 hour ago
Route Supervisor / Superviseur d'itinéraire
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Quebec, QC
Full-time
The Route Supervisor supports the Service Department in the goal to provide excellent customer service at all times and assists with the management of route districts. The RS reports to the…
Added 1 hour ago
Assistant Meat Manager
Farm Boy Inc.
London, ON
From $21 CAD / hour
Full-time
Support daily operations by ensuring outstanding customer service, accurate merchandising and rotation, adequate staffing coverage, and consistent department cleanliness.
Added 1 hour ago
Invoicing Support Specialist
Medfar
Montreal, QC
Full-time
…the exceptional contributions of our employees driving our success. Join us in transforming healthcare locally and globally, as we strive to empower 500,000 care providers to reach 500…

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

Applications open in a new tab.

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

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