Bilingual Financial Services Representative
Canada Life
full-time
Posted on:
Location Type: Office
Location: Montreal • Canada
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Salary
💰 CA$59,800 - CA$99,700 per year
About the role
- Proactively communicate with clients
- Provide advisory services and account/policy updates
- Ensure compliance with regulatory standards
- Increase client engagement to achieve centre objectives
- Promote the use of client portals and electronic delivery
Requirements
- Bilingual (French and English) required
- 3–5 years of experience in the financial services sector
- Valid IFIC/CSC licenses required
- Life insurance license (PQAP) optional or willing to obtain
- Post-secondary diploma or equivalent experience
Benefits
- Comprehensive and inclusive benefits
- Professional development opportunities
- A team that values your experience and perspective
- Work–life balance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
proactive communicationclient engagementadvisory services
Certifications
IFIC licenseCSC licenselife insurance license (PQAP)