Onsite Bilingual Financial Services Representative

Posted 6 minutes ago

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About the role

  • Bilingual Financial Services Representative addressing client needs with tailored solutions for financial well-being. Join Canada Life's mission to improve Canadians' financial, physical, and mental health.

Responsibilities

  • Proactively communicate with clients
  • Provide advisory services and account/policy updates
  • Ensure compliance with regulatory standards
  • Increase client engagement to achieve centre objectives
  • Promote the use of client portals and electronic delivery

Requirements

  • Bilingual (French and English) required
  • 3–5 years of experience in the financial services sector
  • Valid IFIC/CSC licenses required
  • Life insurance license (PQAP) optional or willing to obtain
  • Post-secondary diploma or equivalent experience

Benefits

  • Comprehensive and inclusive benefits
  • Professional development opportunities
  • A team that values your experience and perspective
  • Work–life balance

Job title

Bilingual Financial Services Representative

Job type

Experience level

Mid levelSenior

Salary

CA$59,800 - CA$99,700 per year

Degree requirement

Postgraduate Degree

Location requirements

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