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Added 1 hour ago
EA
Enterprise Business Development Representative - Bilingual (French & English)
Expertise AI
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Comfort using CRM and sales engagement tools, as well as researching accounts and contacts through digital channels.
Added 1 hour ago
S
Account Representative II (Events - Canada)
SME
Markham, ON
- Full-time
Maintain a complete electronic record of sales activity in company CRM system and Salesforce.
Added 4 hours ago
KS
Western Regional Sales Manager - Alberta
Kinetic Search Group
AB · Alberta, Canada
- $110,000 to $125,000 CAD / year
- Full-time
Maintain accurate CRM records, customer activity reports, and sales forecasts.
Added 4 hours ago
A-
Fréchette, Vins d’exception | Associé(e) aux ventes sur le terrain – Contrat temporaire de 3 mois (avec possibilité d’extension)
A3 - Les agences de vins, bières et spiritueux
Montreal, QC
- Full-time
Facilité d’adaptation aux nouveaux outils technologiques, notamment les plateformes CRM telles que Salesforce
Added 4 hours ago
HC
E-Commerce and Analytics Manager
H.I.S Canada Travel Inc.
Toronto, ON
- Full-time
Previous CRM knowledge and experience preferred.
Added 7 hours ago
TS
Business Development Representative
Techspirit Solutions Inc
Mississauga, ON
- Full-time
Manage the sales pipeline using CRM and follow up with prospects.
Added 7 hours ago
AF
Quality Assurance Analyst (18-month temp)
ATB Financial
Calgary, AB
- Temporary
We’re on a long term journey to implement a world class CRM for ATB across the enterprise. The role is key to ensure we’re building a solution with the highest quality.
Added 7 hours ago
Sales Advisor
Reliance Home Comfort
Sarnia, ON
Added 7 hours ago
J
Senior Commercial Underwriter
JobsMedia.io
Toronto, ON · Scarborough, ON
- Full-time
✔️ CIP, CRM, or related industry designation considered an asset
Added 7 hours ago
J
Commercial Lines Account Executive
JobsMedia.io
Toronto, ON
- Full-time
Willing to complete CAIB, CIP, and/or CRM designations (completed designations are an asset).
Added 7 hours ago
J
Placement and Marketing Broker
JobsMedia.io
Calgary, AB
- Full-time
Industry designations (CAIB, CIP, FCIP, CRM) considered an asset.
Added 7 hours ago
G
Architecte en information commerciale / Business Information Architect
Genetec
Montreal, QC
- Full-time
…saisies, consultées et transmises entre les différents systèmes (CRM, ERP, marketing, opérations, etc.) afin de faciliter la création de rapports et…
Added 7 hours ago
BH
Product Support Specialist - Membee
Beacon Holdings
Remote, Canada
- Full-time
- Remote
Answer live chats and support tickets quickly and thoroughly, across membership, events, finance, CRM and website tools. Pick up the phone when a call will solve it faster.
Added 7 hours ago
J
SME Commercial Team Lead | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
CAIB, CIP, CRM, or other insurance designations are an asset
Added 8 hours ago
M
CRM Project Manager
Monks
Toronto, ON
- Full-time
…faster and create deeper customer connections through their CRM platforms. We are seeking a highly motivated and organized CRM Project Manager to join our NAMER team focused on delivering…
Added 9 hours ago
CM
Development Officer
Coal Mine Theatre
Toronto, ON
- Full-time
Proficiency with a donor database or CRM and enthusiasm for helping implement an integrated ticketing and fundraising systemHas an entrepreneurial mindset, takes initiative and is a…
Added 10 hours ago
AF
Sales Associate
Anytime Fitness Asia
Calgary, AB
- Full-time
Comfortable working with technology (CRM systems, email, etc.)
Added 10 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Ensure that all client information and documentation is entered in the CRM/files.
Added 10 hours ago
Flight Centre - Business Analyst - Toronto, ON
Flight Centre
ON
Previous experience as a Business Analyst, ideally within enterprise SaaS, CRM, low-code, automation, or digital workplace environments.
Added 10 hours ago
Flight Centre - Business Analyst - Vancouver, BC
Flight Centre
BC
Previous experience as a Business Analyst, ideally within enterprise SaaS, CRM, low-code, automation, or digital workplace environments.
Added 11 hours ago
B
Global Relationship Manager- 3
BrightClaim
ON
- Full-time
Automation Technology, Business Consulting, Customer Relationship Management (CRM), DevOps, Digital Business Strategy, Financial Analysis Reporting, Global Business Strategies, Sales, Sales…
Added 11 hours ago
BC
Customer Service Representative - Mississauga Office
Bestax Chartered Accountants
Mississauga, ON
- Full-time
Respond promptly to inbound inquiries via phone, email, and CRM platforms.
Added 12 hours ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
Working knowledge of computer applications such as Microsoft Office and a CRM are a plus.
Added 12 hours ago
Senior Resource Manager
BIMM
Toronto, ON
…experiences. We’ve helped our clients implement fully integrated CRM customer journeys, built robust digital experiences, and created national loyalty programs with decades of experience in…
Added 12 hours ago
B
Senior Product Manager
Blazesoft
Concord, ON
- Full-time
Familiarity with CRM or lifecycle marketing tools tied to product (e.g. Smartico, Optimove)

Canada Life

Client Service Associate, Insurance and Investments

Winnipeg, MB, Canada

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

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Job details

Pay: The base salary for this position is between $45,900 - $68,800 annually.
Job type: Full-time
Apply by: Nov 8, 2026
Posting language: English
Posted: Oct 9, 2026

Original job description

Permanent Full Time

Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments, 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.

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.
Life and A&S License and be willing to obtain an MFDA license is preferred, and willing to complete all required continuing education requirements for licencing.

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 follow-ups while providing a consistent, high-quality service experience. Support advisors by processing insurance and investment business, coordinating account and trade instructions, maintaining accurate client records and documentation, and identifying opportunities to improve team processes.

Requirements

Requires at least two years of experience in an advisor or client support role within financial services or insurance, along with strong client service, communication, organization, and problem-solving skills. Proficiency with Microsoft Office is expected; knowledge of Univeris, CRM, and industry systems is an asset, while Life and A&S licensing and willingness to obtain an MFDA license are preferred.

Skills

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

Benefits

Education Reimbursement
Health Benefits
Dental Benefits
Mental Health Benefit
Vacation
Personal Days
Volunteer Day
Company-Matching Pension Plan
Share Ownership Program
Employee Discounts
Employee Recognition Programs
Mentorship Programs

Visa sponsorship

Not detected in the job text

Keywords

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

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