Bilingual (Fr/En) Financial Advisor

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Toronto; On-site; CAD 52,000 - 98,000; Full time

Job summary

Join a forward-thinking organization as a Financial Centre Advisor, where you will play a pivotal role in delivering exceptional client service and support. In this dynamic position, you will utilize your financial expertise to assist clients with their investment and insurance needs, ensuring they receive timely and accurate information. Your ability to build strong relationships and provide tailored solutions will be key to your success. This role offers a vibrant work environment where your contributions will directly impact client satisfaction and business growth. If you are passionate about delivering high-quality service and thrive in a collaborative setting, this opportunity is perfect for you.

Qualifications

• 3-5 years in financial industry or customer service.
• Bilingualism required for client communication.
• Valid mutual fund registration or life insurance license.

Responsibilities

• Maintain records of client interactions in CRM.
• Provide high level client service and support.
• Educate clients about financial products and services.

Skills

Customer Service

Financial Knowledge

Bilingual (French, English)

Attention to Detail

Communication Skills

Problem-Solving

Sales Orientation

Education

College Diploma

University Degree

Tools

CRM Software

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

The Financial Centre Advisor provides service to clients requiring assistance related to their investment and insurance products. The FCA will be responsible for responding to client inquiries, assessing and resolving client questions or concerns, providing product information and completing client transactions while delivering a professional client experience. The successful candidate will be well-organized, self-motivated, service and sales-oriented, excels as a contributing team player and is passionate about delivering high level customer service to our clients.

What will you be doing in this role?

• Maintain accurate and detailed records of client interactions in CRM system
• Adhere to and maintain compliance requirements of the business
• Develop, retain and grow the business by developing and establishing a relationship with clients
• Provide a high level of client service by ensuring accuracy and timeliness of responses
• Investigate, resolve and respond to client queries by researching further information, as appropriate and dealing directly with the client and our partners where required
• Educate clients about products, solutions, and services provided
• Provide advice and account / policy maintenance services using business planning processes
• Contribute to team and department goals
• Maintain workflow in an orderly fashion to permit backup to readily follow up during absences

What should your experience look like?

• 3-5 years’ experience in the financial industry, Canadian banking, insurance, and/or financial advice channels with a specific emphasis on investment fund products and services
• 3-5 years’ experience in a customer service related field will be considered for the right candidate
• College Diploma, University degree, or equivalent experience
• Strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate
• Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada
• Valid mutual fund registration and/or life insurance license (LLQP) is required in any Canadian province
• Strong ability to utilize professionalism and deliver high level customer service
• High level of attention to detail, thoroughness and accuracy
• Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
• CRM experience is an asset
• High attention to detail/accuracy
• Effective Communicator – verbal and written
• Ability to prioritize and balance multiple tasks and navigate multiple systems
• Proactive and resourceful
• Adaptable to growing business and changes in processes

The base salary for this position is between $52,800 - $97,700 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.

Be your best at Canada Life- Apply today!

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.

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.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. To request a reasonable accommodation in the application process, contact [e-mail].

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

Requisition ID: 2723

Category: Sales and Business Development

Location: Canada, ON, CA

Date: Jan 21, 2025