Financial Services Administrator-path to Financial Advisor

**Financial Services Administrator-Path To Financial Advisor**

Are you ready to join a high-performing, proudly branded insurance and financial services agency where excellence is the standard — not the exception?

We are currently seeking a **licensed, fully bilingual Financial Administrator** who is passionate about client service and eager to grow into a Financial Advisor role. This opportunity is ideal for someone who combines professionalism, poise, and fluency in both English and French (spoken and written), with experience in Life & Health Insurance and a desire to develop a long-term career in financial services.

You’ll begin by supporting our Financial Advisors with administrative and client service functions and evolve into a client-facing sales role with increased earning potential and career growth.

**Who We Are**

We are a top-ranked, award-winning Ottawa-based agency, known for delivering extraordinary client service across life insurance, wealth management, group benefits, property & casualty, and commercial insurance.

We take pride in our brand, our reputation, and the professionalism of every team member — from how we communicate to how we present ourselves.

**About Leading Advisor Inc.**

**About You**
- You are fluent in both French and English (spoken and written), and can confidently engage in professional communication in both languages.
- You are warm, professional, and pride yourself on delivering outstanding client service.
- You are highly organized, efficient, and capable of managing multiple administrative and service tasks.
- You are licensed (or in the process of becoming licensed) in Life and Accident & Sickness (LLQP).
- You are excited to build your knowledge and skills in financial services — especially in Life & Health Insurance and Segregated Funds.
- You are interested in developing a long-term career path toward becoming a Financial Advisor.

**Key Responsibilities**

**Phase 1: Licensed Administrator Duties**
- Proactively review client files and communicate policy updates.
- Oversee appointment scheduling, client file management, and provide administrative support to Advisors.

**Phase 2: Professional Development & Growth**
- Receive coaching and mentorship from senior Financial Advisors.
- Develop product knowledge and client relationship management skills.
- Begin taking on select sales responsibilities as your confidence and expertise grow.

**What You Absolutely Must Bring**

**True Bilingual Fluency - English & French**
This position requires strong bilingual fluency — spoken and written — in both languages. You must be able to:

- Write professional correspondence and client documentation in both French and English.
- Hold client meetings and phone calls without reliance on translation tools.
- Clearly and accurately translate concepts between languages.

**Professionalism & Growth Mindset**
You take pride in how you present yourself — both in-person and online — and understand that every client interaction reflects our brand. You are excited to learn, grow, and ultimately become a trusted Financial Advisor.

**Qualifications**
- Fluent in French and English (spoken and written) — **fluency will be assessed live** during the hiring process.
- Active Life and A&S licenses (LLQP), or currently studying to complete LLQP (priority given to licensed applicants).
- 2+ years of experience in Life Insurance administration, client service, or related field.
- Strong skills in Microsoft Outlook, Word, Excel; CRM experience (Salesforce) is an asset (training provided).
- Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
- Able to work full-time on-site at our Orléans office.

**Compensation and Benefits**
- Competitive salary of **$55,000-$65,000**, commensurate with experience
- Annual bonus and RRSP contribution potential based on performance
- Licensing support and ongoing professional development
- Annual licensing and designation fees covered by the agency
- Structured path toward a Financial Advisor role with mentorship
- A supportive, high-performing, and growth-oriented team culture

**How to Apply**

If you meet the criteria and this sounds like the opportunity you’ve been seeking:
Submit your **resume and cover letter** outlining your bilingual capabilities, insurance experience, and your interest in growing into a Financial Advisor role.

Pay: $55,000.00-$65,000.00 per year

Additional pay:

- Bonus pay

Schedule:

- Monday to Friday

Application question(s):

- Do you currently hold a valid Ontario Life and Accident & Sickness (A&S) insurance license (LLQP)?
- Yes, I hold both Life and A&S licenses
- I’m in the process of completing my LLQP
- No, I do not hold these licenses
- Are you fully bilingual in English and French (written and spoken)?
- Yes, I am fully bilingual
- I speak one language fluently and the other conversationally
- No, I am not bilingual
- Are you able to work full-time on-site at our Orléa