Bilingual Financial Advisor, French/English

March 20

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Canada Life

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Canada Life is a leading insurance and financial services provider in Canada with a focus on improving the financial, physical, and mental well-being of Canadians. With over 175 years of experience, Canada Life offers a variety of workplace benefits, life insurance options, and personal finance solutions to over one million customers. The company is dedicated to providing an exceptional customer experience and fostering a supportive and inclusive workplace culture for its employees, making a meaningful impact in their communities.

Insurance • Wealth Management

10,000+ employees

💸 Finance

⚕️ Healthcare Insurance

👥 B2C

📋 Description

• Provide service to clients requiring assistance related to their investment and insurance products. • Respond to client inquiries, assess and resolve client questions or concerns. • Provide product information and completing client transactions. • Deliver a professional client experience. • Maintain accurate and detailed records of client interactions in CRM system. • Adhere to and maintain compliance requirements of the business. • Develop, retain and grow the business by developing and establishing a relationship with clients. • Investigate, resolve and respond to client queries by researching further information. • Educate clients about products, solutions, and services provided. • Provide advice and account / policy maintenance services.

🎯 Requirements

• 3-5 years’ experience in the financial industry, Canadian banking, insurance, and/or financial advice channels with a specific emphasis on investment fund products and services • 3-5 years’ experience in a customer service related field will be considered for the right candidate • College Diploma, University degree, or equivalent experience • Strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate • Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada • Valid mutual fund registration and/or life insurance license (LLQP) is required in any one Canadian province • Strong ability to utilize professionalism and deliver high level customer service • High level of attention to detail, thoroughness and accuracy • Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook • CRM experience is an asset