Bilingual Financial Services Representative Full-time Job

We are looking for a Financial Services Representative 

 

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 to develop 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 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.

 

What you will bring 

• 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; valid mutual fund registration (IFIC) an asset.
• 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.

Canada Life provides a wide range of insurance and wealth management products for individuals, families and business owners from coast to coast. At Canada Life, we're focused on improving the financial, physical and mental well-being of Canadians.