Financial Analyst II role at a Fortune 500 financial technology company. Performing financial analysis, budgeting, and preparing reports for management in a hybrid work environment.
About the role
- Bilingual Financial Services Representative at Canada Life, responsible for client support and financial advice. Engaging clients in both English and French, promoting financial well-being for Canadians.
Responsibilities
- Proactively contact clients and answer inquiries
- Provide advice and policy maintenance services
- Maintain a compliant practice
- Gather and analyze customer insights
- Educate customers about products and services
Requirements
- Bilingualism (fluent in French and English) required
- Experience in the financial insurance industry
- Valid life insurance license (LLQP) (required)
- Valid mutual fund registration (optional)
- Post-secondary degree or equivalent work experience
- Strong knowledge of financial products/services
- Excellent verbal and written communication skills
Benefits
- Health insurance
- Retirement plans
- Professional development opportunities
- Supportive work environment
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