Bilingual Financial Services Representative (100% remote)

LifeWorks

  • Montreal, QC
  • Permanent
  • Full-time
  • 28 days ago
TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.Join our dynamic DC Admin Team!We are looking for a licensed Financial Representative to join our DC pension advisory team, focusing on supporting terminated group plan members from major organizational clients. You'll guide these clients through their post-employment investment options.The role requires strong consultative sales skills, good knowledge of Defined Contribution pension plans, and the ability to build trust while providing tailored financial guidance. The successful candidate must possess Quebec Insurance license (1a) and LLQP, with 2+ years of financial services sales experience.This client-facing position demands excellent communication skills in both languages, strong Excel proficiency, and the ability to work both independently and collaboratively within the DC team structure.Only bilingual candidates will qualify for this position.What you'll do:
  • Establish relationship with terminated group plan members and review their investments and provide guidance related to their financial needs
  • Review investments and help with asset consolidation
  • Contribute to sales target and asset retention
  • Receives and responds to routine plan inquiries and requests from clients
  • Takes direction from, and supports, senior team members
  • Attends internal training sessions to build knowledge of industry topics and trends
  • Assists with special projects, as required
What you bring:
  • Excellent verbal and written communication in French and English
  • Valid and active Insurance of person license in Quebec (1a)
  • Valid and active LLQP (Life Licence Qualification Program)
  • 2+ years experience in sales in the financial services industry
  • Knowledge of Defined Contribution pension plans and tax legislation
  • Exceptional client service with strong professional acumen
  • Dedicated team player, who demonstrates initiative and independence
  • Advance proficiency in MS Office Suite (Word, Outlook); expert proficiency in Excel
  • CEBS or PPAC an asset
A bit about usWe’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.The health and safety of our team, customers and communities is paramount to TELUS. Accordingly, we require anyone joining our TELUS Health Care Centres to be fully vaccinated for COVID-19.Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.

LifeWorks