Financial Services Representative

2 weeks ago


Winnipeg, Manitoba, Canada Canada Life Assurance Company Full time
**Description: - Permanent Full Time- 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 & edelivery 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 mutual fund registration required (or willing to obtain within 60 days):


  • Valid life insurance license (LLQP) and IFIC required (or willing to obtain within 60 days):
  • Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate.
  • Postsecondary degree or equivalent work experience.
  • Customer service focus.
  • Strong financial planning skills.
  • Excellent verbal and written communication skills,
    Mandarin would be considered an asset.
  • Welldeveloped 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
  • The base salary for this position is between
    $51,400*:
  • $95,200** 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.-
  • Be your best at Canada Life
  • Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
  • You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
  • Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.
  • Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
  • We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.-
  • Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
  • #LI-Remote
  • #IND


  • Winnipeg, Manitoba, Canada AAR Financial Full time

    AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in house training for all positions as well as incentive / benefits packagesSummaryResponsible for providing exceptional customer service and promoting the business of AARMain Responsibilities Maintain absolute professionalism when...


  • Winnipeg, Manitoba, Canada Caisse Financial Group Full time

    Your next jobyour new joie de vivreManitoba's oldest financial cooperative is inviting you to become part of its people.We're currently looking to fill the following position in Winnipeg (Dakota):MEMBER SERVICE REPRESENTATIVE(Full-time, permanent)More about the position:You will be one of our ambassadors of good cheer as you welcome members to the branch and...

  • Financial Accountant

    4 weeks ago


    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

  • Financial Accountant

    4 weeks ago


    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

  • Sales Representative

    2 weeks ago


    Winnipeg, Manitoba, Canada Neo Financial Full time

    _Come Build a Better Financial Future for all Canadians_At Neo, we're building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyoneFrom world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and...

  • Financial Consultant

    2 weeks ago


    Winnipeg, Manitoba, Canada MD Financial Management Full time

    Requisition ID: 186938Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team.As a Financial Consultant, you will be accountable for...


  • Winnipeg, Manitoba, Canada CIBC Full time

    Job Description:As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll have a meaningful impact on the lives of our clients. As a Financial Services Representative, you'll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and...


  • Winnipeg, Manitoba, Canada CIBC Full time

    Job Description:As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll have a meaningful impact on the lives of our clients. As a Financial Services Representative, you'll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and...

  • Sales Representative

    2 weeks ago


    Winnipeg, Manitoba, Canada Neo Financial Full time

    At Neo, we're disrupting the future of finance. Our suite of products speaks for itself; high-interest daily operating accounts - Neo Money - investment funds - Neo Invest - digital mortgages - Neo Mortgages - and most notably, the Neo Card, which was voted the best cashback card in Canada in 2021. We've raised $299M with world-class investors, and are one...


  • Winnipeg, Manitoba, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...

  • Financial Accountant

    2 weeks ago


    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Job DescriptionReporting to the Chief Financial Officer, the Financial Accountant supports the LP Team to ensure the accurate and efficient execution of the financial reporting processes.Perform day-to-day accounting activities, including accounts payable, invoicing, accounts receivable, and daily trust account settlements;Prepare month-end closing...


  • Winnipeg, Manitoba, Canada AAR Mortgage Corporation Full time

    Education: Expérience: EducationNo degree, certificate or diplomaWork settingFinancial institutionTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and...


  • Winnipeg, Manitoba, Canada AAR Mortgage Corporation Full time

    Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. Research and evaluate loan applicant's financial status, references, credit history and ability to repay the loan. Maintain an active knowledge of loan products including continuous training on those products. Utilize professional judgement to...


  • Winnipeg, Manitoba, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...


  • Winnipeg, Manitoba, Canada FIRST NATIONS BANK OF CANADA Full time

    NOW HIRINGCustomer Service Representative, Winnipeg Branch- Permanent Full-time_About UsFirst Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the...


  • Winnipeg, Manitoba, Canada Western Financial Group Full time

    We are one of Canada's Top Employers, Join UsAre you motivated by sales goals and incentives?Do you enjoy identifying and generating new sales opportunities?SALES REPRESENTATIVE - COMMERCIAL INSURANCEUnlimited earning potential for our B2B Sales Team in WinnipegMake your mark as a top sales representative in a growing industry. You will celebrate success by...


  • Winnipeg, Manitoba, Canada AAR Financial Inc. Full time

    Education: No degree, certificate or diplomaExperience: 1 to less than 7 monthsComputer and technology knowledgeMS WindowsMS AccessMS ExcelMS OutlookMS PowerPointMS WordType of experienceCall centreWork conditions and physical capabilitiesAttention to detailFast-paced environmentWork under pressurePersonal suitabilityAccurateClient focusEfficient...


  • Winnipeg, Manitoba, Canada First Nations Bank of Canada Full time

    NATIONAL OCCUPATION CODE 64400 POSITION TYPE PERMANENT, FULL-TIME About The Role Reporting to the Branch Manager, you will join the Customer Service team at our Winnipeg branch. As a Customer Service Representative, you will assist customers with a variety of financial activities, like making deposits, withdrawals, bill payments, and cashing...


  • Winnipeg, Manitoba, Canada Integrated Power Services Full time

    Who We Are:Integrated Power Services (IPS) is the leading North American solution provider for power management, switchgear/controls, electro-mechanical and rotating assets and all industrial electrical needs. Serving customers across a wide range of industries, including power generation, utilities, water and wastewater, petrochemicals, air separation, oil...


  • Winnipeg, Manitoba, Canada Harwood Sales Group Full time

    We are a sales and marketing company based out of Toronto Ontario, looking for motivated and passionate Customer Service Representatives that want to make a difference Looking for full time schedules, Monday to Friday. Please review the following info for more detailsCustomer Service Representative Job Responsibilities: Serves customers by providing product...