Investment & Retirement Specialist

Investment & Retirement SpecialistJoin Canada Life as an Investment & Retirement Specialist in our Freedom Experience team. This is one of the fastest growing areas within the company and offers a permanent full‑time position.We are looking for a candidate who will help ensure the satisfaction and loyalty of our valued customers, ultimately persuading them to maintain their financial engagement with Canada Life. Your objective will be to respond to customer inquiries, provide sound investment advice, and offer exceptional customer service.ResponsibilitiesSupport customers as they enroll in their group retirement savings plans, helping them understand the design of the plan, set the right contribution levels, and transfer funds into their account.Provide personalized investment portfolio and retirement advice to our customers, specific to their portfolio and circumstances, to give them confidence in their retirement plan.Develop and maintain strong relationships with customers through phone, email, in‑person and virtual appointments, managing a multitude of warm leads daily in a timely and effective manner to address inquiries about investments or retirement plans.Provide education and advice on financial planning and other relevant topics.Proactively and reactively engage with clients who are considering withdrawing their assets, asking probing questions to understand their concerns and provide personalized financial solutions to address their needs.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 client engagement and retention.Help the team achieve its objective to grow and retain plan member assets within their group retirement plan.Identify opportunities to enhance client experience and loyalty by offering value‑added services, customized solutions, and personalized planning.QualificationsFluency in French and English is an asset, but is required only for the Quebec location, where the role will serve clients with French and English-speaking needs.Five years of industry experience in financial services or a related field, with a focus on sales or loyalty retention.A personal Reliability Status Security Clearance (covering cost of checks) is required as a condition of employment before an employee can access Protected B information, assets or work sites as outlined by the Government of Canada. A criminal record and credit background check are also mandatory.Professional certifications such as CFP, CFA, or LLQP would be advantageous.Strong knowledge of pension, savings and investment products or services.Excellent communication and interpersonal skills with proven effectiveness engaging with clients.Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions 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.CompensationThe base salary for this position is between $52,800 and $97,700 annually. This represents base salary only and does not include other variable compensation components such as annual bonus or commissions.Career opportunities will open a minimum of five business days from the date of posting and closing dates will vary depending on the search activity. All applications are reviewed on a rolling basis.Equal Opportunity StatementCanada Life is 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.Canada Life would like to thank all applicants; however, only those who qualify for an interview will be contacted. #J-18808-Ljbffr