Financial Services Representative, Bilingual
Canada Life
full-time
Posted on:
Location Type: Office
Location: Montreal • Canada
Visit company websiteExplore more
Salary
💰 CA$59,800 - CA$99,700 per year
About the role
- Proactively contact clients and answer inquiries
- Provide advice and policy maintenance services
- Maintain a compliant practice
- Gather and analyze customer insights
- Educate customers about products and services
Requirements
- Bilingualism (fluent in French and English) required
- Experience in the financial insurance industry
- Valid life insurance license (LLQP) (required)
- Valid mutual fund registration (optional)
- Post-secondary degree or equivalent work experience
- Strong knowledge of financial products/services
- Excellent verbal and written communication skills
Benefits
- Health insurance
- Retirement plans
- Professional development opportunities
- Supportive work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
life insurance licensemutual fund registrationfinancial productspolicy maintenancecustomer insights analysis
Soft skills
bilingualismverbal communicationwritten communicationclient interactionadvisory skills
Certifications
LLQP