Bilingual (Fr/En) Financial Services Representative

Canada Life Group; Montreal , Toronto; Hybrid; CAD 54,000 - 100,000; Full time

Job summary

Canada Life is hiring for a full-time role across Canada. The successful candidate will conduct virtual appointments, discuss client needs, and present suitable insurance solutions within licensing guidelines.

The position requires LLQP licensing with bilingual English/French proficiency, strong consultative sales skills, and the ability to manage a diverse client pipeline in a fast-paced environment.

Qualifications

• LLQP licence and provincial license maintenance required.
• Experience providing individual insurance advice and guiding sales processes.
• Strong consultative sales and communication skills.
• Knowledge of term and permanent life insurance; critical illness; disability insurance is a plus.
• Client-focused approach to build trust and provide advice.
• Experience selling insurance in carrier, brokerage or financial-services settings is a plus.
• Post-secondary education or equivalent.
• Strong organization and adaptability to manage appointments and follow-ups.
• Fluent in English and French for bilingual client interactions.
• Criminal record and credit check required.

Responsibilities

• Conduct scheduled virtual appointments and proactive outbound conversations.
• Build rapport and use structured discovery to understand clients’ finances and insurance needs.
• Recommend Canada Life insurance solutions based on licensing and product availability.
• Ask for the business and guide clients from recommendation through application and placement.
• Complete applications and documentation accurately within service standards.
• Manage a pipeline of prospects, applications and opportunities with timely follow-up.
• Collaborate with colleagues to provide seamless client experiences.
• Maintain knowledge of Canada Life products, underwriting and regulatory requirements.
• Share client feedback to improve the client experience and sales approach.

Skills

Consultative selling

Communication skills

Client discovery

Bilingual English/French

Relationship building

Organization

Education

LLQP licence

Post-secondary education or equivalent

Job description

Permanent Full Time

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.

Location

Canada, ON, CA Montreal, Quebec, CA Toronto, ON, CA London, ON, CA

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,physicaland mental well-beingof 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,communitiesand 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 [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.

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