Financial Services Representative

6 months ago

Winnipeg, 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 & 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.

**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.
- Post-secondary degree or equivalent work experience.
- Customer service focus.
- Strong financial planning skills.
- Excellent verbal and written communication skills, **Mandarin** would be considered an asset.
- 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
- 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

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