Bilingual (Fr/En) Financial Services Representative

Canada Life; Montreal; Remote; CAD 54,000 - 100,000; Full time

Benefits offered by this job

Education reimbursement

Mental health benefit

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life is hiring a bilingual Financial Services Representative to serve clients across Canada. In this role, you will assess insurance needs, present suitable solutions and guide clients through the application process using both official languages.

You will conduct virtual appointments, manage a sales pipeline and collaborate with internal partners to deliver a seamless client experience, while maintaining compliance and upholding licensing requirements.

Qualifications

• LLQP licence required and ability to maintain provincial licences.
• Experience providing individual insurance advice and guiding clients through the sales process.
• Strong consultative sales and communication skills to uncover needs and move conversations toward a decision.

Responsibilities

• Conduct scheduled virtual appointments and proactive insurance conversations.
• Build rapport and use discovery to understand clients' financial priorities and insurance needs.
• Recommend suitable Canada Life insurance solutions based on identified needs and licensing.
• Guide clients from recommendation through application and placement.
• Complete applications accurately and document interactions per service standards.
• Maintain an organized pipeline of prospects, applications and opportunities with timely follow-up.
• Collaborate with Insurance Link colleagues and internal partners for a seamless client experience.
• Stay knowledgeable about Canada Life products, underwriting and compliance.

Skills

Bilingual FR/EN

Insurance advisory

Sales experience

Education

Post-secondary education

Job description

Permanent Full Time

We are looking for a Bilingual Financial Services Representative. The Bilingual Financial Services Representative (FSR) – Insurance works directly with clients to identify insurance needs, uncover opportunities and recommend suitable solutions. Through virtual appointments, inbound inquiries and proactive outreach, you will provide needs-based advice, build trusted client relationships and guide clients through the insurance sales process from recommendation to application.

What you will do:

• Conduct scheduled virtual appointments and proactive outbound insurance conversations.
• Build rapport and use structured discovery to understand clients’ circumstances, financial priorities and insurance needs, while identifying appropriate sales opportunities.
• Recommend suitable Canada Life insurance solutions based on identified client needs and within your licensing, product and advice authority, helping clients understand their options and clearly explaining product features, benefits and limitations.
• Confidently ask for the business and guide clients from recommendation through application and placement.
• Complete applications and supporting documentation accurately within service standards, recording client conversations, needs, recommendations, disclosures and outcomes.
• Manage an organized pipeline of prospects, applications and existing-client opportunities with timely follow-up.
• Collaborate with Insurance Link colleagues, Insurance Specialists and internal partners to provide a seamless client experience, referring needs outside your scope.
• Build and maintain strong knowledge of Canada Life individual insurance products, underwriting considerations, sales practices, regulatory requirements and internal procedures.
• Share client feedback and insights to help identify opportunities to improve the Insurance Link client experience and sales approach.
• Contribute to individual and team client engagement, Canada Life insurance sales, quality and compliance objectives.

What you will bring:

• A valid Life Licence Qualification Program (LLQP) licence and the ability to maintain required provincial licences.
• Experience providing individual insurance advice and successfully supporting clients through the sales process.
• Strong consultative sales and communication skills, with the ability to uncover needs, identify opportunities, clearly present suitable solutions and confidently move client conversations toward a decision.
• Working knowledge of individual insurance products, including term and permanent life insurance and critical illness insurance; familiarity with disability insurance is an asset.
• A client-focused approach with the ability to build trust, provide appropriate advice and create a positive sales experience.
• Experience selling individual insurance within a carrier, brokerage or financial-services environment is an asset. We value the experience and perspective you can bring while building your knowledge of Canada Life’s products and approach to advice.
• Post-secondary education or an equivalent combination of education and relevant experience.
• Strong organization, judgment and adaptability to manage client appointments, applications, follow-ups and competing priorities in a fast-paced sales environment.
• French and English proficiency where the role regularly serves clients in both languages.
• 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 additionalinvestment 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 [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

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