Investment & Retirement Consultant
3 weeks ago
Investment & Retirement Consultant Canada Life is seeking an Investment & Retirement Consultant who will support our Group Customer plan members as they transition to retirement or leave their employer. The successful candidate will deliver a client‑centric experience, maintain and grow relationships, and retain assets at Canada Life. What you will do Deliver an exceptional customer experience in every interaction Enhance business development by proactively contacting terminated, retired and retiring members Strive to retain members within group plans at Canada Life Understand and analyze each member’s situation, explain their investment and retirement options, provide solutions and guide them through the complex transition to retirement income Identify opportunities for consolidating assets and offering complementary products, as needed Conduct one‑on‑one meetings virtually or in person with plan members approaching retirement Participate in member and client meetings or finalist presentations Work collaboratively with the Investment & Retirement Solutions team to provide a best‑in‑class customer experience What you will bring Minimum 7 years in the Canadian insurance and/or financial industry, with a specific emphasis on retirement products and services Post‑secondary education or equivalent work experience Active LLQP life licensed CFP or PFP designation is considered an asset; additional beneficial industry designations or courses include: CIM, CLU, Canadian Securities Course Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint) Always puts the customer first Excellent listening skills Excellent verbal and written communication skills The successful candidate will be required to communicate in English in order to support clients from various jurisdictions outside of Quebec Expertise in pension, savings, investment and insurance products and planning concepts Highly independent, disciplined worker requiring minimal oversight Analytical and detail‑oriented Ability and willingness to learn quickly, adapt to change, modify behaviours and contribute to creative solutions Reliability Status security clearance – required before gaining access to Protected B information, assets or work sites Compensation Base salary between $52,800.00 – $97,700.00 annually, plus variable compensation such as bonuses and commissions. A total rewards discussion will be provided during the recruitment process. Application Process All applications are reviewed on a rolling basis. Career opportunities will open a minimum of 5 business days from the date of posting; closing dates vary with search activity. Please submit your application online; only qualified candidates will be contacted. Equal Opportunity & Accommodations Canada Life is an inclusive workplace that values diversity. We are committed to providing an environment where all employees and customers feel respected and supported. If you request a reasonable accommodation during the application process, please contact talentacquisitioncanada@canadalife.com. Your request will be handled confidentially and in accordance with applicable laws. Canada Life thanks all applicants; only those selected for an interview will be contacted. #J-18808-Ljbffr
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Investment & Retirement Consultant
3 weeks ago
London, Canada Canada Life Full timeInvestment & Retirement Consultant Canada Life is seeking an Investment & Retirement Consultant who will support our Group Customer plan members as they transition to retirement or leave their employer. The successful candidate will deliver a client‑centric experience, maintain and grow relationships, and retain assets at Canada Life. What you will do...
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Investment & Retirement Consultant
3 weeks ago
London, Canada Canada Life Full timeInvestment & Retirement Consultant Canada Life is seeking an Investment & Retirement Consultant who will support our Group Customer plan members as they transition to retirement or leave their employer. The successful candidate will deliver a client‑centric experience, maintain and grow relationships, and retain assets at Canada Life. What you will do...
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Investment & Retirement Consultant
2 weeks ago
London, Canada Canada Life Full timeJob Description We are looking for a Investment & Retirement Consultant. Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. If you are a...
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Senior Retirement
2 weeks ago
London, Canada Canada Life Full timeA prominent Canadian insurance provider is seeking an Investment & Retirement Consultant to deliver exceptional customer experiences while assisting Group Customer plan members approaching retirement. The ideal candidate will have a strong background in the financial industry, excellent communication skills, and the ability to analyze customer situations and...
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London, Canada Canada Life Full timeA leading insurance and financial services company in Ontario is seeking an Investment & Retirement Consultant. The role involves delivering exceptional service to clients transitioning to retirement, with a strong emphasis on building relationships and retaining assets. The ideal candidate has over 7 years of experience in the insurance and financial...
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London, Canada Canada Life Full timeA leading insurance and financial services company in Ontario is seeking an Investment & Retirement Consultant. The role involves delivering exceptional service to clients transitioning to retirement, with a strong emphasis on building relationships and retaining assets. The ideal candidate has over 7 years of experience in the insurance and financial...
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London, Canada Canada Life Full timeA leading insurance and financial services company in Ontario is seeking an Investment & Retirement Consultant. The role involves delivering exceptional service to clients transitioning to retirement, with a strong emphasis on building relationships and retaining assets. The ideal candidate has over 7 years of experience in the insurance and financial...
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Pension and Investment Consultant
1 week ago
London, Canada Gallagher Benefit Services Full time**Introduction** Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...
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Investment & Retirement Specialist
5 days ago
London, Canada The Canada Life Assurance Company Full timePermanent 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. **What you will do**: - Provide personalized retirement and investment guidance to group plan members specific to their...
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Financial Planner, Investment
3 weeks ago
London, Canada RBC Full timeJoin to apply for the Financial Planner, Investment & Retirement Planning role at RBC1 day ago Be among the first 25 applicantsJoin to apply for the Financial Planner, Investment & Retirement Planning role at RBCGet AI-powered advice on this job and more exclusive features.Job DescriptionAs an RBC Investment and Retirement Planner, you create custom...
