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About the Role

The Financial Services Representative uses expertise to identify and meet client needs, offering advice and product solutions to improve the financial, physical, and mental well-being of Canadians. They support client-facing initiatives, develop new clients, and preserve/grow assets and insurance managed by the center through superior client service, inquiry handling, and adherence to compliance standards.

Responsibilities

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 Canada Life / Quadrus provides

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

Skills

Bilingualism (fluent in French and English)
Financial insurance industry experience
Canadian banking experience
Insurance experience
Financial advice channels experience
Investment fund products and services knowledge
Life insurance license (LLQP)
IFIC
Mutual fund registration
Savings, investment and insurance products/services knowledge
Financial planning concepts knowledge
Regulatory climate understanding
Customer service focus
Financial planning skills
Verbal communication skills
Written communication skills
Presentation skills
Organizational skills
Time management skills
MS Office products knowledge
Investment Centre knowledge
Salesforce knowledge

Location

Across Canada

Work Type

Permanent
Full Time

Education Level

Post-secondary degree or equivalent work experience
Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
Canadian Securities Course (CSC)
Canadian Investments Funds Course (CIFC)

Salary/Compensations

$59,800 - $99,700 annually

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.

About the Company

We are 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, do the right thing, and deliver – for our customers, communities and each other.

Equal Opportunity

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.