Client Experience Specialist - Calgary Job Details | The Canada Life Assurance Company
Canada Life is a member of the Power Financial Corporation group of companies, serving the financial security needs of over 13 million people. The Client Experience Specialist will work within a dynamic Wealth Management team, providing high-level support to enhance client experiences and ensure compliance with regulatory standards.
Responsibilities
- Act as primary point of contact for clients (phone, email, and in person)
- Proactively schedule meetings and maintain consistent client engagement
- Ensure timely follow-up and resolution of client inquiries
- Assist with client onboarding, account updates, and service requests
- Maintain accurate CRM records to enable informed client servicing and opportunities
- Prepare client meeting materials (agendas, financial reports, investment summaries)
- Identify service gaps or opportunities ahead of client interactions
- Manage calendars, workflows, and follow-ups to maximize Advisor capacity
- Prepare, process, and track client documentation with precision
- Support compliance, audit readiness, and record retentionTrack tasks, deadlines, and deliverables to ensure execution discipline
- Track tasks, deadlines, and deliverables to ensure execution discipline
- Contribute to streamlined workflows and continuous improvement
- Support overall office operations and team productivity
Skills
- 1–2+ years in wealth management, financial services, or client service support
- Proficiency with MS Office and CRM systems
- Client-Centric Mindset – Focused on delivering high-quality, responsive service
- Attention to Detail & Accuracy – Critical for documentation, compliance, and client trust
- Organization & Time Management – Ability to manage competing priorities and deadlines
- Communication Skills – Strong verbal and written skills across clients and internal teams
- Initiative & Accountability – Proactive in identifying needs and driving follow-through
- Adaptability & Team Collaboration – Thrives in a fast-paced, team-oriented environment
- Post-secondary education in business, finance, or related field
- Progress toward or completion of industry licensing (CSC®, IFC®) is an asset
Benefits
- Opportunities for career advancement, access to industry-leading learning programs and up to