Financial Services Representative (Bilingual, Fr/Eng)

Résumé du poste

The representative will proactively contact clients and manage inbound inquiries to provide financial advice and account maintenance. They are responsible for business development, promoting client portals, and ensuring all practices adhere to regulatory compliance standards.

Détails du poste

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 [https://www.canadalife.com/about-us.html]. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected] [[email protected]]. 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. #LI-Hybrid

Ce que vous ferez

The representative will proactively contact clients and manage inbound inquiries to provide financial advice and account maintenance. They are responsible for business development, promoting client portals, and ensuring all practices adhere to regulatory compliance standards.

Exigences

Candidates must be bilingual in French and English and possess valid LLQP and IFIC/CSC licenses. A post-secondary degree or equivalent experience in the financial insurance or banking industry is required.

Avantages

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

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Regulatory Compliance · Souhaitée
• Souci du détail · Souhaitée
• Vente · Souhaitée
• MS-Office · Souhaitée
• Communication · Souhaitée
• Financial planning · Souhaitée
• Relationship Building · Souhaitée
• Salesforce · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Bilingualism
• Financial planning
• Sales
• Customer service
• Investment fund products
• Insurance products
• Communication
• Time management
• Attention to detail
• MS Office
• Salesforce
• Regulatory compliance
• Account maintenance
• Relationship building
• Financial Advising
• Inbound Calls
• Life Insurance License
• Insurance Industry
• Effective Communication
• Bilingual (French/English)
• Planning
• User Account Policies
• Mental Health
• Multilingualism
• Business Development
• Investments
• Customer Service
• Discounts And Allowances
• Financial Services
• Financial Planning
• Innovation
• Insurance Products
• Marketing Communications
• Mentorship
• Microsoft Office
• Time Management
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Sales
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents