At a Glance
- Tasks: Help clients with financial advice and solutions while providing top-notch service.
- Company: Join Canada Life, a trusted name improving Canadians' well-being.
- Benefits: Enjoy competitive salary, health benefits, and career development opportunities.
- Other info: Flexible work location across Canada with strong community support.
- Why this job: Make a real difference in people's lives while growing your career.
- Qualifications: Fluent in French and English, with experience in financial services.
The predicted salary is between 59800 - 99700 £ per year.
We are looking for a Bilingual Financial Services Representative. The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and mental well-being of Canadians. They support special client-facing initiatives and are responsible to develop new clients and preserve and grow assets and insurance managed by the centre by providing superior client service and handling inquiries and adhering to compliance standards.
What you will do:
- Proactively contact clients and answer inbound inquiries
- Provide advice and account/policy maintenance services using appropriate planning processes
- Maintain a compliant practice
- Improve client engagement in pursuit of the centre's overall business development objectives
- Promote client portals and e-delivery options for statements, confirmations and marketing communications
- Provide input to inform continuous refinement of the business model
- Keep marketing and business development plans current and up to date
- Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs
- Educate customers about products, solutions and services
What you will bring:
- Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs
- Experience in the financial insurance industry, Canadian banking, insurance, and/or financial advice channels with a specific emphasis on investment fund products and services
- Valid life insurance license (LLQP) (required) and IFIC (or willing to obtain)
- Valid mutual fund registration (optional) (or willing to obtain)
- Acquisition of strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate
- Post-secondary degree or equivalent work experience
- Customer service focus
- Strong financial planning skills
- Excellent verbal and written communication skills
- Well-developed presentation skills
- Excellent organizational and time management skills
- Quick thinking and innovative
- Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations, Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC)
- Sound working knowledge of MS Office products, Investment Centre, Salesforce
- 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.
The base salary for this position is between $59,800 - $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.
What we offer:
- 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.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. 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.
Bilingual (Fr/En) Financial Services Representative in London employer: Canada Life
Canada Life UK is an exceptional employer that prioritises the well-being and growth of its employees, offering a modern and agile work environment in vibrant locations like Bristol, London, and Watford. With a strong focus on building better futures, the company fosters a welcoming culture and provides ample opportunities for professional development, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Bilingual (Fr/En) Financial Services Representative in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Canada Life. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Bilingual (Fr/En) Financial Services Representative in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Canada Life.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Canada Life's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Canada Life
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Canada Life.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Canada Life will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Canada Life employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
