Bilingual Financial Services Representative, French/English

🔥 8 minutes ago

🇨🇦 Canada – Remote

💵 $53.9k - $99.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 14%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 300 days.

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Canada Life

WebsiteLinkedInAll Job Openings

10,000+ employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

Canada Life is a leading insurance and financial services provider in Canada with a focus on improving the financial, physical, and mental well-being of Canadians. With over 175 years of experience, Canada Life offers a variety of workplace benefits, life insurance options, and personal finance solutions to over one million customers. The company is dedicated to providing an exceptional customer experience and fostering a supportive and inclusive workplace culture for its employees, making a meaningful impact in their communities.

📋 Description

• Identify and meet clients’ needs through right-sized advice and product solutions • Support special client-facing initiatives • Develop new clients and preserve and grow assets and insurance managed by the centre • Provide superior client service and handle inquiries while adhering to compliance standards • 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 support of business development objectives • Promote client portals and e-delivery options • Provide input for continuous refinement of the business model • Keep marketing and business development plans current • Gather and analyze customer insights and adjust program objectives and delivery • Educate customers about Canada Life/Quadrus products, solutions, and services

🎯 Requirements

• Bilingualism (fluent in French and English) required • Experience in the financial insurance industry, Canadian banking, insurance, and/or financial advice channels, with emphasis on investment fund products and services • Valid life insurance license (LLQP) required • IFIC, or willingness to obtain • Valid mutual fund registration optional, or willingness to obtain • Strong knowledge of savings, investment and insurance products/services and financial planning concepts • Understanding of the regulatory climate • Post-secondary degree or equivalent work experience • Customer service focus • Strong financial planning skills • Excellent verbal and written communication skills • Well-developed presentation skills • Excellent organizational and time management skills • Quick thinking and innovative • Working towards or completion of relevant certificate, diploma or designation programs such as CFP® or CIM® • Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC) • Sound working knowledge of MS Office products, Investment Centre, and Salesforce • Criminal Record and Credit background check mandatory as a condition of employment

🏖️ Benefits

• Career advancement opportunities • Industry-leading learning programs • Up to $2,000 annually towards education reimbursement • Flexible health and dental benefits • $5,000 mental health benefit • Vacation and personal days • Volunteer day • Company-matching pension plan • Share ownership program • Additional investment options • Employee recognition programs • Service milestone celebrations • Employee discounts • Employee Resource Groups (ERGs) • Mentorship programs • Social clubs and events

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