Jobs in Canada

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Added 9 mins ago
Bilingual Interactive Illustrator (Contract Until March 2027)
TVO
Toronto, ON
Full-time
Added 9 mins ago
(TEMPORARY FULL-TME) VOCATIONAL INSTRUCTOR - VOCATIONAL SERVICES (EMPLOYMENT)
Ontario Shores Centre for Mental Health Sciences
Whitby, ON
Full-time
Reporting to the Clinical Manager of Vocational Rehabilitation and Therapeutic Recreation, the Vocational Instructor will work within the Supported Employment/ODSP Program to provide a full…
Added 9 mins ago
Analyst, Regulatory Compliance
Foresters Financial
Toronto, ON
Full-time
Work with the Senior Manager and other Compliance team members to operate an effective and efficient regulatory compliance management (RCM) program that aligns with Foresters’ business…
Added 9 mins ago
Pest Technician - We'll Train (Base Salary, Commission & Bonus Included)
Abell Pest Control
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Full-time
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Senior Product Designer - Driver Compliance
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Added 9 mins ago
Store Manager - Smart Centres Calgary Southeast
Reitmans (Canada) Ltée/Ltd
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Full-time
Reporting to the District Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 9 mins ago
Assistant Store Manager - Smart Centres Vernon
Reitmans (Canada) Ltée/Ltd
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Client Advisor Intern
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Added 9 mins ago
Investment Associate
Royal Bank of Canada
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Stay current on reading and research specific to the Portfolio Manager’s investment discipline & strategy
Added 9 mins ago
Branch Manager (Broadmead Branch)
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Added 9 mins ago
Senior Manager, HR Operations Control Governance
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Added 9 mins ago
Pilates Instructors, King West
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Personal Trainer, Toronto
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Personal Trainer, Yorkville
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Pathway to management opportunities via our in-house Manager-In-Training program.
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Maintenance Manager, Toronto
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Pilates Instructors, Toronto
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…client potential. Under the guidance of a dedicated Pilates manager, you will develop and refine an approach to programming, education, and business development that ensures your Pilates…
Added 9 mins ago
Construction Coordinator
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$42,000 to $60,000 CAD / year
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Reporting directly to the Construction Coordination Manager, the Construction Coordinator plays a critical role in ensuring our projects run smoothly and efficiently. Working closely with…
Added 24 mins ago
SPA Intermediate - Project Coordinator
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Added 24 mins ago
Senior Project Manager, FinOps & Cloud Foundations
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Added 24 mins ago
Room Division Manager - Reporting to Area GM
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Added 24 mins ago
Subcontract Program Management Stf - E4
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Added 24 mins ago
PIV_FRAU_1- EN
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Full-time
Excellent career development and access to a variety of job opportunities across business and geographies
Added 24 mins ago
Bilingual Commercial Credit Advisor, Commercial Credit Adjudication- EN
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Experience as a Commercial Account/Relationship Manager

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

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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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