Investment & Retirement Specialist
3 weeks ago
Investment & Retirement Specialist We are looking for an Investment & Retirement Specialist to join the Freedom Experience team, one of the fastest growing areas within Canada Life. In this role you will ensure the satisfaction and loyalty of our valued customers, helping them invest their financial assets within our organization. What you will do: Support customers as they enroll in their group retirement savings plans, help them understand the plan design, set the right contribution levels, and transfer funds into their account. Provide personalized investment portfolio and retirement advice, specific to each client’s circumstances, to give them confidence in their retirement plans. Develop and maintain strong relationships with customers through phone, email, in‑person and virtual appointments, managing warm leads daily to address inquiries about investments or retirement plans. Provide education and advice on financial planning and related topics. Proactively engage with clients who are considering withdrawing their assets, ask probing questions and provide personalized financial solutions to address their concerns. Collaborate with internal teams to address client issues and improve overall satisfaction. Conduct client win‑back initiatives to prevent asset outflows and implement campaigns to improve engagement and retention. Help the team achieve its objective to grow and retain plan member assets. Identify opportunities to enhance client experience and loyalty by offering value‑added services, customized solutions, and personalized planning. What you will bring: Fluency in French and English is an asset; required for Quebec positions. Five years industry experience in financial services or a related field, with a focus on sales or loyalty retention. Reliability status security clearance (required before employment). Professional certifications such as CFP, CFA, or LLQP are advantageous. Strong knowledge of pension, savings, and investment products. Excellent communication and interpersonal skills with proven effectiveness engaging with clients. Demonstrated ability to negotiate and influence clients, presenting compelling arguments to retain their assets. Bachelor’s degree in finance, business administration, economics, or a related field (or equivalent work experience). 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. Compensation: Base salary between $52,800 and $97,700 annually. Other variable compensation components (bonus, commission) are not included in this range. The base salary is reviewed annually and may be adjusted based on performance and market conditions. Additional information on the total rewards program will be discussed during the recruitment process. #J-18808-Ljbffr
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Investment & Retirement Specialist
3 weeks ago
Vancouver, Canada Canada Life Full timeInvestment & Retirement Specialist We are looking for an Investment & Retirement Specialist to join the Freedom Experience team, one of the fastest growing areas within Canada Life. In this role you will ensure the satisfaction and loyalty of our valued customers, helping them invest their financial assets within our organization. What you will do: Support...
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Investment & Retirement Specialist
4 weeks ago
Vancouver, Canada Canada Life Full timeApply for the Investment & Retirement Specialist role at Canada Life Permanent Full Time About the role We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. 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 that they continue...
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Investment & Retirement Specialist
4 weeks ago
Vancouver, Canada Canada Life Full timeApply for the Investment & Retirement Specialist role at Canada Life Permanent Full Time About the role We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. 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 that they continue...
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Vancouver, Canada Canada Life Full timeA financial services company in Metro Vancouver is seeking an Investment & Retirement Specialist to enhance customer satisfaction and loyalty. You'll support clients with their retirement plans and investment advice, developing strong relationships through various channels. Candidates should have a degree in finance or related fields, five years of industry...
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Vancouver, Canada Canada Life Full timeA financial services company in Metro Vancouver is seeking an Investment & Retirement Specialist to enhance customer satisfaction and loyalty. You'll support clients with their retirement plans and investment advice, developing strong relationships through various channels. Candidates should have a degree in finance or related fields, five years of industry...
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Investment Analyst
7 days ago
Vancouver, Canada InBC Investment Corp Full time**Investment Analyst** **About InBC** InBC Investment Corp. (InBC) is a strategic investment fund created by the Government of British Columbia with $500 million to invest in growing companies and venture funds to benefit the people of British Columbia. With a triple bottom line mandate to value people, planet and profit, we are investing to generate...
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Investment Specialist
4 weeks ago
Vancouver, Canada CIBC Full timeJoin to apply for the Investment Specialist role at CIBC. We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make...
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Investment Specialist
4 weeks ago
Vancouver, Canada CIBC Full timeJoin to apply for the Investment Specialist role at CIBC. We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make...
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Investment Specialist
2 weeks ago
Vancouver, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Investment Specialist
3 days ago
Vancouver, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
