Financial Services Representative (Bilingual, Fr/Eng)
- Lasalle, ON, Canada
The base salary for this position is between $59,800 - $99,700 annually. · Full-time
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Job details
- Pay
- The base salary for this position is between $59,800 - $99,700 annually.
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Permanent Full Time
We are looking for a Bilingual Financial Services Representative in Canada.
The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and mental well-being of Canadians. They support special client-facing initiatives and are responsible for developing new clients and preserve and grow assets and insurance managed by the centre by providing superior client service and handling inquiries and adhering to compliance standards.
What You Will Do
The base salary for this position is between $59,800 - $99,700 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:
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.
We are looking for a Bilingual Financial Services Representative in Canada.
The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and mental well-being of Canadians. They support special client-facing initiatives and are responsible for developing new clients and preserve and grow assets and insurance managed by the centre by providing superior client service and handling inquiries and adhering to compliance standards.
What You Will Do
- Proactively contact clients and answer inbound inquiries
- Provide advice and account / policy maintenance services using appropriate planning processes
- Maintain a compliant practice
- Improve client engagement in pursuit of the centre’s overall business development objectives
- Promote client portals & e-delivery options for statements, confirmations & marketing communications
- Provide input to inform continuous refinement of the business model
- Educate customers about products, solutions and services Canada Life / Quadrus provides
- Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs
- Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services
- Valid life insurance license (LLQP) and IFIC/CSC required (At least one of the two licenses must be held at the time of application, and willing to obtain the second license within 90 days of hiring date)
- Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate
- Customer service focus, and an ability to handle a high volume of inbound calls efficiently while maintaining concise and effective communication, and delivering a positive client experience
- Strong financial planning skills
- Proven sales skills, including the ability to identify client needs, recommend appropriate solutions, and refer opportunities while building long-term relationships
- Excellent verbal and written communication skills
- Excellent organizational, time management, and attention to detail skills
- Quick thinking and innovative
- Sound working knowledge of MS Office products, Investment Centre, Salesforce
- Post-secondary degree or equivalent work experience
- A Criminal Record and Credit background check is mandatory as a condition of employment
The base salary for this position is between $59,800 - $99,700 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.
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.
More about this job
Responsibilities
Contact clients proactively, respond to inquiries, and provide financial advice, account and policy maintenance, and product solutions. Support client engagement and business development, promote digital services, and maintain compliant practices while educating clients about available products and services.
Requirements
Fluency in French and English is required, along with experience in financial services, insurance, banking, or financial advice, particularly involving investment funds. Applicants must hold a valid LLQP or IFIC/CSC license at application and obtain the other within 90 days of hire, and should bring strong financial planning, customer service, sales, communication, and organizational skills.
Skills
- Bilingual Communication
- Financial Planning
- Customer Service
- Sales
- Investment Products
- Insurance Products
- Regulatory Compliance
- Inbound Call Handling
- Account Maintenance
- Business Development
- Written Communication
- Verbal Communication
- Organization
- Time Management
- Attention to Detail
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
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
Keywords
- Financial Services
- Insurance
- Financial Planning
- Investment Funds
- Savings Products
- Investment Products
- Insurance Products
- LLQP
- IFIC
- CSC
- Client Service
- Inbound Calls
- Sales
- Business Development
- Regulatory Compliance
- Account Maintenance
- Policy Maintenance
- Client Engagement
- Digital Portals
- Electronic Delivery
- MS Office
- Investment Centre
- Salesforce
- French
- English
- Criminal Record Check
- Credit Check