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Added 11 mins ago
Inventory Coordinator
Sandvik
Saskatoon, SK
Full-time
Strong computer systems literacy including proficiency in Microsoft Excel.
Added 11 mins ago
Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.
Evertz
Burlington, ON
Full-time
…the next generation of content management and distribution systems, combining deep video expertise with modern cloud-native infrastructure, and everything we build is shaped by the…
Added 11 mins ago
Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.
Evertz
Burlington, ON
Full-time
Integrate VUE with MAGNUM-OS for router control, multiviewer management, master control/branding, and playout systems
Added 11 mins ago
Senior Data Platform Developer - AI Platform
Geotab
Oakville, ON
Full-time
…and deliver results! Geotab is seeking a Senior Data Platform Developer who will be building the Geotab internal machine learning and generative AI platform. This role allows all Geotab…
Added 11 mins ago
Senior Solutions Engineering, Channel
Geotab
Oakville, ON
Full-time
Added 11 mins ago
Senior Data Platform Developer - AI Platform
Geotab
Toronto, ON
Full-time
…and deliver results! Geotab is seeking a Senior Data Platform Developer who will be building the Geotab internal machine learning and generative AI platform. This role allows all Geotab…
Added 11 mins ago
Software Developer I
Walmart Canada
Mississauga, ON
Full-time
Position Summary...Software Developer I designs, develops, tests, and maintains software applications and data solutions. This role may also involve data profiling and creating reports to…
Added 11 mins ago
Registered Nurse (RN) / Registered Psychiatric Nurse (RPN), Surrey Pre-Trial Centre, Correctional Health Services – Surrey, BC
Provincial Health Services Authority
Surrey, BC
Part-time
…and substance use, and supports clients in navigating complex…
Added 11 mins ago
Licensed Practical Nurse (LPN), Surrey Pre-Trial Centre, Correctional Health Services – Surrey, BC
Provincial Health Services Authority
Surrey, BC
Part-time
Added 11 mins ago
Customer Service Manager
Walmart Canada
Kemptville, ON
$15 CAD / hour
Full-time
Trains associates on systems and Company procedures, including scanning accuracy, productivity standards, company programs and initiatives, discount programs, EAS processes, and safety…
Added 11 mins ago
Registered Nurse (RN) - Palliative Care Nursing
Vancouver Coastal Health
Richmond, BC
Full-time
Demonstrated knowledge of approaches and systems in place (e.g. RPace, EPAIRS, MAID.).
Added 11 mins ago
Station Manager, Construction Technical Office
Ontario Transit Group - Ontario Line - Southern Civil, Stations & Tunnel
Toronto, ON
Full-time
Experience managing multidisciplinary interfaces across civil, structural, architectural, MEP, systems, and construction teams.
Added 11 mins ago
Senior Data Platform Developer - AI Platform
Geotab
Waterloo, ON
Full-time
…and deliver results! Geotab is seeking a Senior Data Platform Developer who will be building the Geotab internal machine learning and generative AI platform. This role allows all Geotab…
Added 11 mins ago
Rental Coordinator
Cooper Equipment Rentals Limited
ON · Niagara, ON
Full-time
Comfortable learning and working with rental management systems (Systematics or similar software preferred).
Added 12 mins ago
Murex Integration Delivery Lead
Accenture
Toronto, ON · Montreal, QC
Full-time
…of software solutions designed to better integrate disparate systems and add critical functionality - ultimately saving time and cost while ensuring high‑quality…
Added 12 mins ago
Kubernetes Reliability Engineer
Roche
Mississauga, ON · Canada Pharma Campus
Full-time
This role combines software and systems engineering to optimize systems, increase efficiency, and eliminate operational work through automation.
Added 12 mins ago
Principal, Infrastructure Architecture
RBC
Toronto, ON · Mississauga, ON
Full-time
Continually enhances skills and builds knowledge in all aspects of the organization, the business and information systems.
Added 12 mins ago
Analyst, CST - Client Shared Services
RBC
Toronto, ON
Full-time
Proficient in MS Excel and experience with CRM systems or onboarding platforms
Added 12 mins ago
Senior Red Team Operator, Adversary Emulation (Global Security)
RBC
Toronto, ON · Ottawa, ON · Calgary, AB
Full-time
Exploitation across operating systems and applications
Added 12 mins ago
Associate
RBC
Vancouver, BC
Full-time
Use Excel and other systems to analyze, organize, and maintain client investment data
Added 12 mins ago
Senior Manager, Regulatory Reporting - Personal Banking
RBC
Toronto, ON
Full-time
…Canada. You'll partner with the Senior Director to enhance systems, processes, and controls while ensuring data integrity. This role requires implementing new regulatory requirements from…
Added 12 mins ago
Senior Manager Process Re-Engineering
RBC
Toronto, ON
Full-time
…operationally executable; assess integration points with enterprise systems, technology platforms, and data…
Added 12 mins ago
Cost Analyst
RBC
Bedford, QC
Full-time
Prepare allocation templates and post to financial systems.
Added 12 mins ago
Senior Manager, Corporate Card Vendor Programs
RBC
Toronto, ON
Full-time
…vendors and ensure seamless integration with expense management systems. Serve as the internal thought leader on corporate card market trends and best practices, advising leadership on…
Added 12 mins ago
Portfolio Management Assistant
RBC
Langley (District), BC
Full-time
By providing proactive and timely customer service, you will respond to client inquiries and update our systems with information or team tasks that need to be completed

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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