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Added 13 mins ago
S
Supply Chain Project Lead
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Toronto, ON · Greater Toronto Area, Canada
- Contract
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HM
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Ambulance, volunteer First Responders. Emergency Treatment Room. Patients requiring urgent transfer are taken by water taxi or helicopter.
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UO
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Vancouver, BC · UBCV | Brock Hall (BRCK)
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- Full-time
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Added 2 hours ago
CR
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Added 2 hours ago
Student, Business/ Commerce, Accounting, Finance, Calgary (May 2027)
Cenovus Energy
Calgary, AB
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Kelowna, BC
- Full-time
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Capital Raising & Investor Relations Associate
Life & Me
ON · Ontario, Canada
- Full-time
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Technology Lifecycle Services Renewals Sales Specialist Intern – Entry Level Sales Program 2027
IBM
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- $82,875 to $117,000 CAD / year
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Added 3 hours ago
I
Technology Lifecycle Services Renewals Sales Specialist Intern – Entry Level Sales Program 2027
IBM
Ottawa, ON
- $82,875 to $117,000 CAD / year
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Added 6 hours ago
Inclusion Specialist
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Calgary, AB · AB · Lethbridge, AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON · Hybrid - Canada, ON
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Added 6 hours ago
BA
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Experience working with children in a group setting (paid or volunteer).
Added 7 hours ago
LW
Program Coordinator
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- Full-time
…seeking our services. Our programming spans supported employment, volunteer skill-building, and recreation, with activities taking place across a variety of operational…
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Support Coordinator (FACT)
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Added 8 hours ago
PC
Member Service Representative
Provincial Credit Union
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- Full-time
Generous Time Off – Enjoy two weeks of vacation, plus two personal days and two volunteer days to recharge and give back.
Added 8 hours ago
SC
Bilingual Manager, Claims Contact Centre
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Toronto, ON
- $65,000 to $95,000 CAD / year
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Paid volunteer day so you can dedicate time to a cause you are passionate about;
Added 9 hours ago
FS
store manager - retail
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Added 9 hours ago
TS
Program Manager Temporary
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Coordinates daily program activities, staffing, volunteer assignments, and operational priorities to ensure the effective delivery of services.

Canada Life

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: Nov 10, 2026
Posting language: English
Posted: Oct 3, 2026

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

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

What You Will Bring

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

Given the size and scope of our organization, we have the flexibility for this position to be located across Canada.

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.

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

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

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

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