Posted yesterday
Bilingual (Fr/En) Financial Services Representative
@ The Canada Life Assurance Company
Toronto, ON · London, ON · Montréal, QC
Overview
The Canada Life Assurance Company is hiring a bilingual French and English Financial Services Representative on a permanent full-time basis, with the role open across Canada. The work involves contacting clients, answering inquiries, advising on accounts and policies, and promoting products and client portals. The base salary is $53,900 to $99,700 a year, plus variable compensation.
Pay:
$53,900–$99,700 a year
Responsibilities:
- Contacter les clients et répondre aux demandes
- Offrir des conseils et gérer les comptes et polices
- Promouvoir les portails clients et la livraison électronique
- Analyser les besoins des clients et les tendances
Requirements summary:
- Bilinguisme français et anglais requis
- Expérience en assurance, banque ou conseil financier
- Permis LLQP valide requis
- Inscription aux fonds mutuels (un atout)
Tools & skills
Source and dates
Employer career site / ATS feed · successfactors
- Employer posting date
- 2026-11-12
- First seen by our source
- 2026-11-13
- Source record updated
- 2026-11-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Home, Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | LLQP, IFIC, Mutual fund registration |
| Background checks | criminal record, credit |
| Education | Bachelor’s degree (preferred) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Tuition support, Stock or equity, Employee discount, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
The Canada Life Assurance Company
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do. That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities. Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.
- LinkedIn followers
- 172,212
- People associated on LinkedIn
- 13,543
- Reported office locations
- 330 University Avenue, Toronto, Ontario M5G 1R8, CA
- 60 Osborne St N, Winnipeg, Manitoba R3C 1V3, CA
- Business categories
- Wealth Management
- Podcast
- Finance
- Digital Entertainment
- Mobile Apps
- Banking
- Audiobooks
- Life Insurance
- Books
- Insurance
- Retirement
- Financial Services
- Other recorded names
- The Canada Life Assurance Company
- Canada Life
- Specialties
- Insurance and Wealth Management
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do. That trust…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | Insurance and Wealth Management |
| Open jobs on Jobsy | 92 |
| View page |
Permanent Full Time
-
We are looking for a Bilingual 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 (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs
- 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 life insurance license (LLQP) (required) and IFIC (or willing to obtain)
- Valid mutual fund registration (optional) (or willing to obtain)
- 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
- A Criminal Record and Credit background check is mandatory as a condition of employment
Given the size and scope of our organization, we have the flexibility for this position to be located across Canada.
-
The base salary for this position is between $53,900 - $99,700 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.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Learn more about Canada Life.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Remote
Journal
Only you can see this. Kept on this device, and in your account when you sign in.