Client Service Associate, Insurance and Investments Permanent Full Time Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments , will be the ‘glue’ that binds all client relationships together.

Major responsibilities will include client servicing, client meeting coordination, review and follow up on client communication and documentation, processing and administrative support to advisors and other duties as assigned. This role provides a strong foundation for future opportunities across the organisation, allowing the successful candidate to expand their skills, explore new areas of interest, and pursue advancement as suitable opportunities arise. Respond promptly to client inquiries via telephone, email, video conference and in person.

Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects. Handle all client requests with the Advisor and/or the team within pre-defined SLA’s. Contribute to the collective (team), business and personal goals and targets.

Provide coverage for other support staff, as directed from time to time. Coordinate client account/trade instructions for creation and completion. Processing insurance and investment new business and in-force service work from start to finish, ensuring accuracy and timely follow-up.

Ensure that all client information and documentation is entered in the CRM/files. 2 years in an Advisor/Client support role in a Financial Services/Insurance firm. ~ Initiate and maintain excellent relationships with clients, advisors, branch support staff, head office staff, carrier contacts and other key stakeholders.



~ Excellent client service skills are required. Proficiency of MS Office programs such as Word, Outlook, Excel, Power Point, MS Teams, SharePoint, and aptitude for learning new technology ~ Knowledge of Univeris, CRM and other industry systems and software an asset. ~ This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity.

Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part time permanent team member: ~ Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being. ~ Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day. ~ Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.

Employee recognition programs, service milestone celebrations, employee discounts and more! We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Client Service Associate, Insurance and Investments (Winnipeg)
🏢 Canada Life Group
📍 Winnipeg