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Beneva

Service Representative – Investment and Retirement, Individual Products

Beneva

Service Representative managing investment and retirement products at Beneva. Providing human service and financial advice to clients in Quebec.

Posted 4/11/2026full-timeLongueuil • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Master the laws and regulations related to investment and retirement products
  • Communicate with and support market intermediaries
  • Establish client relationships as a point of contact and resource
  • Analyze complex files submitted by managers and representatives
  • Support sales representatives during business development campaigns
  • Assist external clients during product rollouts and implementation
  • Analyze amendments to regulations and contracts
  • Review and use contractual documents and financial reports
  • Implement mechanisms to collect complaints and feedback

Requirements

What you’ll need
  • Bachelor's degree in Business Administration or another relevant discipline
  • Minimum of 5 years' experience in financial products
  • Knowledge of individual insurance and investment products
  • Individual insurance licence from the Autorité des marchés financiers (AMF) or commitment to obtain it
  • Proficiency in French, both spoken and written, and functional proficiency in English, both spoken and written

Benefits

Comp & perks
  • Health insurance
  • Defined benefit pension plan
  • Flexible hours
  • Wellness program
  • Vacation time

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial analysiscontract reviewregulatory complianceproduct implementationcomplaint managementbusiness developmentinvestment products analysisinsurance products knowledge
Soft Skills
communicationclient relationship managementsupport skillsanalytical thinking
Certifications
individual insurance licenceBachelor's degree in Business Administration