Permanent Full Time

We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life.


This role seeks to ensure the satisfaction and loyalty of our valued customers, so they continue to choose to invest their financial assets within our organization. The Investment & Retirement Specialist plays a critical role in managing and nurturing relationships with customers who need assistance with their account or are considering withdrawing their assets. Your objective will be to address their concerns, provide exceptional customer service, provide sound investment advice, and ultimately persuade them to maintain their financial engagement with our organization. Above all, you are motivated to provide the best possible experience for our customers. If you are a highly effective listener and communicator, have a very strong knowledge of retirement savings and have a passion for retaining customer loyalty, you would be an ideal candidate for this fast-paced and dynamic role.


What you will do:

• Provide personalized retirement and investment guidance to group plan members specific to their portfolio and circumstances, to give them confidence in their retirement plan.
• Proactively engage with clients who are considering withdrawing their assets, understanding their concerns, and providing personalized financial solutions to address their needs
• Develop a deep understanding of a client’s financial goals, risk tolerance and investment preferences in order to provide tailored advice and guidance
• Identify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning
• Maintain a keen attention to detail, being comfortable analyzing personal saving situations and explaining options.
• Patience helping members with complex transactions and papererwork.

What you will bring:

• Valid life insurance license (LLQP); or willingness to work towards obtaining within three months of hire
  
• Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada
  
• Bachelor’s degree in finance, business administration, economics, or a related field or equivalent work experience
  
• Professional certifications (e.g CFA, CFP) would be advantageous
  
• Bilingual (English/French) is preferred
  
• 2+ years of industry experience in financial services or related field, with a focus on sales, service or loyalty retention
  
• Very strong knowledge of pension, savings and investment products and services
  
• Excellent listening, and communication skills to effectively engage with clients
  
• Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets
  
• Independant, goal-oriented professional who works collaboratively with constructively with different partners.
  
• Ability to learn quickly, adapt to change, identify patterns and make recommendations in the client's best interest
  
• Sound working knowledge of MS Office products and Salesforce is beneficial
  

• 
  

The base salary for this position is between $54,300 - $95,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.


Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.


Be your best at Canada Life- Apply today!


Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.


You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.


Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.


Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.


We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.


It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.


Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.


#LI-Hybrid
#IND