About This Opportunity: Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC)
Canada Life is currently seeking a Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC) to join their team in Pointe-Claire.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Claire, QC) role at Canada Life
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Permanent Full Time
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.
In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.
As the Client Experience Specialist, you will be the ‘glue’ that binds all client relationships together, you will be the first voice people hear when they call in, and the first person they see when they visit. Major responsibilities will include client servicing, client meeting coordination, review and follow up on client communication and documentation, administrative support to advisors and other duties as assigned.
The ideal candidate will be MFDA or IIROC licensed, or willing to complete all required continuing education requirements for licencing.
Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism and a strong focus on growth both personally and professionally.
What you will do
Position Details
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Employment Type: A Criminal Record and Credit background check is mandatory as a condition of employment.
This position is hybrid work style requiring a minimum 3 days in Pointe Claire, QC office location.
The base salary for this position is between $44,700
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Location: Pointe-Claire
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
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Bilingualism (English/French) is an asset
Why Join Canada Life?Canada Life offers a supportive work environment in Pointe-Claire, where employees can grow and develop their skills. This Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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