Client Experience Specialist II - Penticton
Canada LifePenticton, British Columbia, Canada
Posted January 21, 2026
50900 - 76400 CAD
Full Time
About the Company
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
Job Description
As the Client Experience Specialist, 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.
Requirements
- 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
- IFIC, CSC, and/or CPH certifications preferred
- Excellent client service skills
- Organizational skills and time management
- Knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint
- Intermediate knowledge of Univeris, Plan Plus, iMost, Croesus, NetRep and NBCN desirable
Benefits
- Competitive salary range: $50,900 - $76,400
- Additional variable compensation components
- Total rewards program
