Investment & Retirement Specialist

OverviewInvestment & Retirement Specialist role at Canada Life. Permanent Full Time. 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 to invest their financial assets within our organization. Your objective will be to respond to customer inquiries, provide sound investment advice, and ultimately persuade them to maintain their financial engagement with Canada Life by offering exceptional customer service. If you are a highly effective listener and communicator, have a strong knowledge of retirement savings and have a passion for retaining customer loyalty, you may be an ideal candidate for this fast-paced and dynamic role.Be among the first 25 applicants (1 week ago).Note: This posting includes information about responsibilities, qualifications, and compensation as part of the application process. What you will doSupport 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 accountProvide personalized investment portfolio and retirement advice to our customers, specific to their portfolio and circumstances, to give them confidence in their retirement planDevelop and maintain strong relationships with customers through various means (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 plansProvide education and advice on financial planning and other relevant topicsProactively and reactively engage with clients who are considering withdrawing their assets, asking probing questions to understand their concern and provide personalized financial solutions to address their needsCollaborate with internal teams to address client issues and improve overall satisfactionConduct client win-back initiatives to prevent asset outflows and implement campaigns to improve client engagement and retentionHelp the team achieve its objective to grow and retain plan member assets within their group retirement planIdentify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning What you will bringAs this position is posted in several locations, bilingualism is an asset (French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needsFive years industry experience in financial services or related field, with a focus on sales or loyalty retentionReliability Status Security Clearance – required as a condition of employment before accessing Protected B information, assets or work sites (cost covered by Canada Life)Professional certifications (e.g. CFP, CFA, LLQP) would be advantageousStrong knowledge of pension, savings and investment products or servicesExcellent communication and interpersonal skills with proven effectiveness engaging with clientsDemonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assetsBachelor’s degree in finance, business administration, economics, or a related field or equivalent work experienceAbility to learn quickly, adapt to change, identify patterns and make recommendations in the client's best interestSound working knowledge of MS Office products and Salesforce is beneficialReliability Status Security Clearance – this requirement is reiterated as part of the posting (cost covered by Canada Life)A Criminal Record and Credit background check is mandatory as a condition of employment The base salary for this position is between $52,800 - $97,700 annually. This represents base salary only and does not include 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 Canada 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. 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. Seniority levelNot ApplicableEmployment typeFull-timeJob functionFinance and SalesIndustriesFinancial Services and Insurance #J-18808-Ljbffr