Bilingual; Fr​/En Financial Advisor

Position: Bilingual (Fr/En) Financial Advisor
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 talentacq
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

Requisition
Category:
Sales and Business Development

Location:

Canada, ON, CA
Date:
Jan 21, 2025

#J-18808-Ljbffr