Financial Services Administrator-Path To Financial Advisor

Financial Services Administrator-Path To Financial Advisor

Are you ready to join a high-performing, proudly branded insurance and financial services agency where excellence is the standard — not the exception?

We are currently seeking a licensed, fully bilingual Financial Administrator who is passionate about client service and eager to grow into a Financial Advisor role. This opportunity is ideal for someone who combines professionalism, poise, and fluency in both English and French (spoken and written), with experience in Life & Health Insurance and a desire to develop a long-term career in financial services.

You’ll begin by supporting our Financial Advisors with administrative and client service functions and evolve into a client-facing sales role with increased earning potential and career growth.

Who We Are

We are a top-ranked, award-winning Ottawa-based agency, known for delivering extraordinary client service across life insurance, wealth management, group benefits, property & casualty, and commercial insurance.

We take pride in our brand, our reputation, and the professionalism of every team member — from how we communicate to how we present ourselves.

About Leading Advisor Inc.
You may notice Leading Advisor Inc. listed at the top of this job posting — that’s because we are managing the hiring process on behalf of our client. Leading Advisor Inc. is a recruitment and consulting firm that supports values-driven financial services teams in finding top-tier talent aligned with their mission and culture. While you’ll work directly for our client, we’re your first point of contact and are here to ensure a smooth, professional, and values-aligned hiring experience for both candidates and our client.

About You

• You are fluent in both French and English (spoken and written), and can confidently engage in professional communication in both languages.
• You are warm, professional, and pride yourself on delivering outstanding client service.
• You are highly organized, efficient, and capable of managing multiple administrative and service tasks.
• You are licensed (or in the process of becoming licensed) in Life and Accident & Sickness (LLQP).
• You are excited to build your knowledge and skills in financial services — especially in Life & Health Insurance and Segregated Funds.
• You are interested in developing a long-term career path toward becoming a Financial Advisor.

Key Responsibilities

Phase 1: Licensed Administrator Duties

• Meet with clients in-person, virtually, or by phone to complete sales applications based on Financial Advisors’ recommendations.
• Monitor insurance applications in underwriting and follow up with clients for required documentation.
• Proactively review client files and communicate policy updates.
• Oversee appointment scheduling, client file management, and provide administrative support to Advisors.
• Monitor the group email inbox and ensure timely follow-up and client communication.

Phase 2: Professional Development & Growth

• Receive coaching and mentorship from senior Financial Advisors.
• Develop product knowledge and client relationship management skills.
• Begin taking on select sales responsibilities as your confidence and expertise grow.

What You Absolutely Must Bring

True Bilingual Fluency – English & French
This position requires strong bilingual fluency — spoken and written — in both languages. You must be able to:

• Write professional correspondence and client documentation in both French and English.
• Hold client meetings and phone calls without reliance on translation tools.
• Clearly and accurately translate concepts between languages.

Professionalism & Growth Mindset
You take pride in how you present yourself — both in-person and online — and understand that every client interaction reflects our brand. You are excited to learn, grow, and ultimately become a trusted Financial Advisor.

Qualifications

• Fluent in French and English (spoken and written) — fluency will be assessed live during the hiring process.
• Active Life and A&S licenses (LLQP), or currently studying to complete LLQP (priority given to licensed applicants).
• 2+ years of experience in Life Insurance administration, client service, or related field.
• Strong skills in Microsoft Outlook, Word, Excel; CRM experience (Salesforce) is an asset (training provided).
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
• Able to work full-time on-site at our Orléans office.

Compensation and Benefits

• Competitive salary of $55,000–$65,000, commensurate with experience
• Annual bonus and RRSP contribution potential based on performance
• Licensing support and ongoing professional development
• Annual licensing and designation fees covered by the agency
• Structured path toward a Financial Advisor role with mentorship
• A supportive, high-performing, and growth-oriented team culture

How to Apply

If you meet the criteria and this sounds like the opportunity you’ve been seeking:

Submit your resume and cover letter outlining your bilingual capabilities, insurance experience, and your interest in growing into a Financial Advisor role.

Only candidates who demonstrate full bilingual fluency, professionalism, and alignment with the role requirements will be contacted for an interview.

Job Type: Full-time

Pay: $55,000.00-$65,000.00 per year

Additional pay:

• Bonus pay

Schedule:

• Monday to Friday

Application question(s):

• Do you currently hold a valid Ontario Life and Accident & Sickness (A&S) insurance license (LLQP)?
• Yes, I hold both Life and A&S licenses
• I’m in the process of completing my LLQP
• No, I do not hold these licenses

• Are you fully bilingual in English and French (written and spoken)?
• Yes, I am fully bilingual
• I speak one language fluently and the other conversationally
• No, I am not bilingual

• Are you able to work full-time on-site at our Orléans, Ontario office? Yes/No

• How many years of experience do you have in life insurance, financial services, or client service?

• Are you interested in developing your career into a Financial Advisor role over time? Yes/No

• Are you comfortable meeting with clients (in person, virtually, or by phone) to review documents and discuss financial products? Yes/No

Work Location: In person