Bilingual (Fr/En) Financial Services Representative

The Canada Life Assurance Company•Montreal, QC

2d•CA$59,800 - CA$99,700•Remote

About The Position

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.

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

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