Bilingual Financial Services Representative – Fr/En

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Canada Life

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

⚕️ Healthcare Insurance

👥 B2C

Finance • Healthcare Insurance • B2C

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

• 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 centres 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. • Keep marketing and business development plans current and up to date. • Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs. • Educate customers about products, solutions and services.

🎯 Requirements

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need. • 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) (required) and IFIC (or willing to obtain). • Valid mutual fund registration (optional) (or willing to obtain). • Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an 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 Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations. Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC). • Sound working knowledge of MS Office products, Investment Centre, Salesforce. • A Criminal Record and Credit background check is mandatory as a condition of employment.

🏖️ Benefits

• 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.