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. 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, processing and administrative support to advisors and other duties as assigned.

Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism, attention to detail and a strong focus on growth both personally and professionally.

We value talent development and internal career progression. This role provides a solid 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.

What You Will Do

- Respond promptly to client inquiries via telephone, email,



video conference and in person.
- Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members.
- Answer queries, disseminate or explain information to callers and visitors both internal and external as required.
- Escalate all client matters in a timely manner, as warranted by the situation.
- Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects.
- Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
- 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.
- Ensure accuracy of completed paperwork, financial plans and all client meeting documentation
- Coordinate client

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