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Added 9 mins ago
NB
Senior Analyst Canadian Tax Operations
National Bank of Canada
Montreal, QC
- Temporary
Analyze and translate business needs into functional or technical requirements and coordinate work with development teams and various partners through implementation
Added 9 mins ago
EJ
Canada Registered Branch Associate
Edward Jones
Port Dover, ON
- Full-time
If you’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are…
Added 9 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 3 hours ago
CT
Snowflake Architect
Celebal Technologies
Calgary, AB
- Full-time
We are looking for a Senior ETL developer with Snowflake experience to serve as a technical leader and trusted advisor for business/stakeholders. This role is not just about building data…
Added 5 hours ago
LH
Physiotherapist
Lifemark Health Group
Oakville, ON
- $36.92 to $54.14 CAD / hour
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 6 hours ago
S
Beauty Advisor - Part Time
sephora.com
Red Deer, AB
- $17 to $20 CAD / hour
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…
Added 6 hours ago
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Paid Services Beauty Advisor - Full Time
sephora.com
Milton, ON
- $19.7 to $23.2 CAD / hour
- Full-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…
Added 8 hours ago
A
Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 8 hours ago
D
UI Designer, Research and marketing
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a UI designer, you are responsible for designing and creating the graphic elements for digital products to enrich the user experience of our members and clients on different digital…
Added 9 hours ago
EL
Head of AI Product – Trust Intelligence
EnStream LP
Toronto, ON
- Full-time
If you’re a systems thinker, AI product builder, trusted advisor, technical storyteller, and mission-driven leader - we’d love to talk.
Added 9 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
You’re a keen listener and skilled coach, eager to help others achieve success. You’re confident and approachable and you build relationships based on understanding and trust. You have deep…
Added 10 hours ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 10 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 10 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 10 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
ON · Ontario, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 10 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 10 hours ago
N
Manager, Security GRC
nesto
Canada
- Full-time
At Nesto Cloud, you'll build the future of lending alongside some of the country's top developers, AI engineers, and mortgage experts. You'll work with a modern tech stack and AI-driven…
Added 10 hours ago
WI
Insurance Advisor, Online Auto Services
Westland Insurance Group Ltd.
Surrey, BC
- Full-time
Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related…
Added 10 hours ago
CC
Senior Financial Advisor
Conexus Credit Union
Regina, SK
- Full-time
You’re a keen listener and skilled coach, eager to help others achieve success. You’re confident and approachable and you build relationships based on understanding and trust. You have deep…
Added 10 hours ago
D
Advisor, Skills training and competency development
Desjardins
Aurora, ON · Levis, QC · Montreal, QC
- Full-time
As a training and skills development advisor, you assist with needs analysis as well as training development, logistics and delivery. You coach and mentor employees. You advise and assist…
Added 10 hours ago
C
Senior Java Engineer – Agentic AI Driven Development
Citi
Mississauga, ON
- Full-time
Mentor and provide technical guidance to junior and mid-level software engineers, fostering a culture of technical excellence and continuous learning: Leverage AI platforms for personalized…
Added 10 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 10 hours ago
A
Sales Lead, Canada Public Sector
Anthropic
ON · Ontario, Canada
- Full-time
Build and maintain relationships with key decision-makers across the Government of Canada, including departmental Chief Information Officers and Chief Data Officers, senior program…
Added 10 hours ago
Customer Data Technician (Student Position)
The Canada Life Assurance Company
Winnipeg, MB · Kitchener, ON · Ottawa, ON
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 11 hours ago
B
Senior Manager, First Party Fraud Analytics - Onboarding
BMO
Toronto, ON
- Full-time
…data-driven strategies that proactively identify, measure, and mitigate first party fraud risk while balancing customer experience, portfolio performance, and business growth objectives.…

Closed listing

The Canada Life Assurance Company

Client Experience Specialist - Winnipeg

Winnipeg, MB, Canada

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

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: The base salary for this position is between $45,900 - $68,800 annually.
Closing date: Sep 23, 2026
Posting language: English
Posted: Sep 10, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.

About employer

More about this job

Responsibilities

The Client Experience Specialist serves as the primary point of contact for clients, managing inquiries, scheduling appointments, and coordinating client communications. They also provide administrative support to advisors, including processing insurance and investment documentation while ensuring accuracy and compliance.

Requirements

Candidates must have at least 2 years of experience in an advisor or client support role within the financial services or insurance industry. A Life and A&S license is required, with a willingness to obtain an MFDA license and complete ongoing professional development.

Skills

Client servicing
Administrative support
Communication skills
Problem-solving
Time management
Multi-tasking
MS Office
CRM
Univeris
Financial planning
Insurance processing
Investment processing
Relationship management
Attention to detail
Adaptability

Benefits

Health benefits
Dental benefits
Mental health benefit
Pension plan
Share ownership program
Education reimbursement
Volunteer day
Employee recognition programs
Employee discounts

Visa sponsorship

Not detected in the job text

Keywords

Client Experience
Financial Services
Insurance
Life and A&S License
MFDA License
CRM
Univeris
MS Office
SharePoint
Administrative Support
Client Servicing
Investment
Financial Planning
Trade Instructions
Stakeholder Management
Operations
Client Relations
Documentation
Compliance
Professional Development

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