Join to apply for the Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC) role at Canada Life Join to apply for the Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC) role at Canada Life 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. 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. Respond 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 Provide absenteeism coverage for other support staff, as directed from time to time. Ensure accuracy of completed account/trade paperwork, financial plans and all client meeting documentation Coordinate client account/trade instructions for creation and completion.



Ensure that all client information is entered in the CRM 2 years in an Advisor/Client support role in a Financial Services/Insurance firm ~ Post secondary diploma or degree in business, finance, economics or other related discipline This role will be supporting advisors and clients on the MFDA platform. ~ Initiate and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff and other key stakeholders. ~ Excellent client service skills are required. Must have knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint. The successful candidate will be required to communicate in French and English in order to support clients from various jurisdictions outside of Quebec. ~ 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. 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. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an setting where every employeehas the opportunity toreach their potential. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. Full-time Sign in to set job alerts for "Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC)" roles. Client Support Services Specialist – 12 months contract Senior Client Relationship Specialist
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📌 Bilingual Customer Service Advisor (Canada)
🏢 Canada Life
📍 Canada