Financial Services Representative

Permanent Full Time 

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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) and IFIC required (or willing to obtain within 60 days)

• Mutual fund registration considered 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, Mandarin would be considered an asset. 

• 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 

• As this position is posted in several locations, we specify that bilingualism (fluent in French, English, both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.

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The base salary for this position is between $53,900.00 - $97,700.00 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.  

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.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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