Bilingual (Fr/Eng) Financial Services Representative - 12 month contract - Greater Toronto Area
4 weeks ago

Job summary
We are looking for a Financial Services Representative in Canada. The Financial Services Representative uses expertise to identify and meet the needs of clients,Responsibilities
- Proactively contact clients and answer inbound inquiries
- Provide advice and account / policy maintenance services using appropriate planning processes
- Maintain a compliant practice
- Promote client portals & e-delivery options for statements, confirmations & marketing communications
- Educate customers about products, solutions and services Canada Life / Quadrus provides
Job description
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