Financial Services Representative

5 days ago

London, Canada The Canada Life Assurance Company Full time

Permanent Full Time

We are looking for a Financial Services Representative.

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**
- ** Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada.**
- Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.
- 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.

The base salary for this position is between **$57,100.00****:

- $95,200.00**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-Hybrid

  • Customer Service Representative

    6 months ago

    London, Canada BMO Financial Group Full time

    1315 Commissioners Rd E London Ontario,N6M 0B8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    6 months ago

    London, Canada BMO Financial Group Full time

    1315 Commissioners Rd E London Ontario,N6M 0B8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    3 months ago

    London, Canada BMO Financial Group Full time

    1182 Oxford St W London Ontario,N6H 4N2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...

  • Customer Service Representative

    6 months ago

    London, Canada BMO Financial Group Full time

    643 Commissioners Rd East London Ontario,N6C 2T9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Client Service Representatives

    1 month ago

    London, Canada BMO Financial Group Full time

    1285 Fanshawe Park Rd W London Ontario,N6G 5B4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    6 months ago

    London, Canada BMO Financial Group Full time

    377 Southdale Road West London Ontario,N6J 4G8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    1 day ago

    London, Canada BMO Financial Group Full time

    377 Southdale Road West London Ontario,N6J 4G8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Insurance Representative

    6 months ago

    London, Canada Serenia Life Financial Full time

    **Serenia Life Financial**: **Financial Representative**: **Build your career around your life**: **Position Overview: LLQP REQUIRED** **If you are looking to**: - Work in SALES - Have a flexible schedule - Help Canadians achieve financial security **Responsibilities**: - Outbound prospecting, schedule appointments, identify customer needs, and market...

  • Customer Service Representative

    3 days ago

    London, Ontario, Canada TD Full time

    OverviewIn a fast-paced and dynamic environment, our customer service representatives play a vital role in delivering legendary customer experiences to our clients. As part of the TD team, you will have the opportunity to make a meaningful impact on the business, your colleagues, and the customers and communities we serve.About UsTD is one of the world's...

  • Strategic Financial Planner

    2 months ago

    London, Ontario, Canada MD Financial Management Full time

    Are you a financial planning expert looking for a new challenge? We're seeking a Strategic Financial Planner to join our team at MD Financial Management.Key Responsibilities:Develop and execute quarterly business plans to drive sales growth and meet individual and corporate targets.Build and maintain strong relationships with clients to deepen their...

  • Financial Relief Ambassador

    4 weeks ago

    London, Ontario, Canada Neo Financial Full time

    We are Neo Financial, Canada's Fastest Growing Company 2024. Our World and World Elite Mastercards have just been launched to help Canadians with their everyday essentials, such as gas and groceries.Unlike traditional rewards programs that offer confusing points, we give out actual cashback on every purchase.We're seeking passionate individuals who can...

  • Outbound Sales Representative

    6 months ago

    London, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 825 Oxford St E, London, Ontario, N5Y 3J8 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type of...

  • Financial Consultant

    6 months ago

    London, Canada MD Financial Management Full time

    Requisition ID: 197699 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...

  • Financial Consultant for Medical Professionals

    2 weeks ago

    London, Ontario, Canada MD Financial Management Full time

    About the RoleAs a Financial Consultant - Early Career Segment with MD Financial Management, you will be responsible for driving growth and retention in the medical student, resident, and new-in-practice physician communities.Key ResponsibilitiesBulk and trusted relationships with clients through active listening and needs assessment.Develop and implement...

  • Financial Planning Consultant for Medical Professionals

    4 weeks ago

    London, Ontario, Canada MD Financial Management Full time

    About This RoleAs a Financial Consultant – Early Career Segment, you will play a pivotal part in shaping the financial futures of medical students, residents, and new physicians. Your expertise will help them navigate complex financial landscapes and achieve their goals.Develop trusted relationships with clients through active listening and tailored...

  • Financial Insurance Advisor

    8 months ago

    London, Canada Serenia Life Financial Full time

    Join a legacy of compassion and financial empowerment at Serenia Life Financial, where we've been enriching lives for nearly a century. Are you ready to embark on a career path where you can make a meaningful difference in people's lives while achieving your own professional and financial goals? Serenia Life Financial is seeking passionate individuals to...

  • Financial Customer Service Representative- Hybrid

    6 months ago

    London, Canada Bill Gosling Outsourcing Full time

    Amazing organizations don't just happen! Bill Gosling Outsourcing is currently looking for a **Financial Customer Service Representative** to add to our team. Help create the future of our growing company, where our diverse talent and culture provide the competitive advantage to help Bill Gosling Outsourcing and its flock win big. - **Full-Time...

  • Strategic Financial Planning Specialist

    4 weeks ago

    London, Ontario, Canada MD Financial Management Full time

    Are you passionate about providing expert financial guidance to clients?This role offers a unique opportunity to champion a customer-focused culture, leveraging broader Bank relationships, systems, and knowledge to deepen client relationships.Develop and execute quarterly business plans to drive growth and meet individual, regional, and corporate...

  • Financial Advisor

    6 months ago

    London, Canada MD Financial Management Full time

    Is this role right for you? In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets Actively participate in prospecting Complete financial...

  • Sales Representative

    2 months ago

    London, 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 Credit card, which was voted the best cashback card in Canada in 2021. We’ve raised $299M with world-class investors,...