Investment & Retirement Specialist
3 weeks ago
Overview Join Canada Life as an Investment & Retirement Specialist on the Freedom Experience team. This role focuses on ensuring customer satisfaction and loyalty by providing sound investment advice and exceptional customer service. Responsibilities Support customers enrolling in group retirement savings plans, helping them understand plan design, set contribution levels, and transfer funds. Provide personalized investment portfolio and retirement advice tailored to each customer's circumstances. Maintain strong relationships with customers through phone, email, in‑person, and virtual appointments, managing warm leads and addressing inquiries about investments or retirement plans. Educate and advise on financial planning and related topics. Engage proactively and reactively with clients considering asset withdrawals, asking probing questions to understand concerns and offering personalized financial solutions. 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 grow and retain plan member assets within group retirement plans. Identify opportunities to enhance client experience and loyalty by offering value‑added services and customized solutions. Qualifications Bilingualism (fluent French and English) is an asset; required for Quebec. Five years industry experience in financial services, focusing on sales or loyalty retention. Reliability Status Security Clearance will be completed after offer. Professional certifications (CFP, CFA, LLQP) are advantageous. Strong knowledge of pension, savings, and investment products. Excellent communication and interpersonal skills with proven effectiveness engaging clients. Demonstrated ability to negotiate and influence clients, presenting compelling arguments to retain assets. Bachelor’s degree in finance, business administration, economics, or related field. Adaptability, quick learning, pattern recognition, and client‑focused recommendations. Working knowledge of MS Office and Salesforce is beneficial. Compensation Base salary $52,800 – $97,700 annually, plus variable compensation components such as annual bonus and commission. Location & Application Career opportunities open a minimum of 5 business days from posting. Applications are reviewed on a rolling basis. Apply today to join Canada Life. #J-18808-Ljbffr
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Investment & Retirement Specialist
3 weeks ago
Edmonton, Canada Canada Life Full timeOverview Join Canada Life as an Investment & Retirement Specialist on the Freedom Experience team. This role focuses on ensuring customer satisfaction and loyalty by providing sound investment advice and exceptional customer service. Responsibilities Support customers enrolling in group retirement savings plans, helping them understand plan design, set...
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Investment & Retirement Specialist
3 weeks ago
Edmonton, Canada Canada Life Full timeInvestment & Retirement Specialist Permanent Full Time Responsibilities Support customers as they enroll in their group retirement savings plans, helping them understand the design of their plan, set the right contribution levels, and transfer funds into their account Provide personalized investment portfolio and retirement advice to our customers, specific...
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Investment & Retirement Specialist
3 weeks ago
Edmonton, Canada Canada Life Full timeInvestment & Retirement Specialist Permanent Full Time Responsibilities Support customers as they enroll in their group retirement savings plans, helping them understand the design of their plan, set the right contribution levels, and transfer funds into their account Provide personalized investment portfolio and retirement advice to our customers, specific...
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Investment & Retirement Specialist
2 days ago
Edmonton, Alberta, Canada The Canada Life Assurance Company Full time $52,800 - $97,700Permanent Full Time -We are looking for a 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 to invest their financial assets within our organization. Your objective will...
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Edmonton, Canada Canada Life Full timeA leading financial services company in Canada is seeking an Investment & Retirement Specialist to join their team. This role is focused on providing exceptional customer service and investment advice tailored to clients' needs. Candidates should have a background in financial services with strong communication skills and the ability to work with bilingual...
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Edmonton, Canada Canada Life Full timeA leading financial services company in Canada is seeking an Investment & Retirement Specialist to join their team. This role is focused on providing exceptional customer service and investment advice tailored to clients' needs. Candidates should have a background in financial services with strong communication skills and the ability to work with bilingual...
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Bilingual Investment
3 weeks ago
Edmonton, Canada Canada Life Full timeA leading financial services provider in Canada is seeking an Investment & Retirement Specialist. This role involves supporting customers with retirement savings plans, providing personalized investment advice, and developing strong client relationships. Candidates must be bilingual in French and English, have five years of financial services experience, and...
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Bilingual Investment
3 weeks ago
Edmonton, Canada Canada Life Full timeA leading financial services provider in Canada is seeking an Investment & Retirement Specialist. This role involves supporting customers with retirement savings plans, providing personalized investment advice, and developing strong client relationships. Candidates must be bilingual in French and English, have five years of financial services experience, and...
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Manager, Investment Reporting
1 week ago
Edmonton, Canada Alberta Teacher's Retirement Fund Full time**Manager, Investment Reporting** **Alberta Teachers’ Retirement Fund** Established in 1939, the Alberta Teachers’ Retirement Fund (ATRF) has consistently provided administration of Alberta teachers’ pension plans for over 80 years. ATRF takes pride in delivering exceptional member-focused services and information to over 80,000 members and strives to...
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Edmonton, Canada RBC Full timeFinancial Planner Investment and Retirement Planning4 days ago Be among the first 25 applicantsWhat is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send...
