Investment & Retirement Consultant
5 days ago
Base + Comm Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment 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 highly effective listener and communicator, have a deep knowledge of retirement savings and income products and pension legislation, are keen to work in a collaborative and competitive environment and are driven to delight our customers, this may be a rewarding opportunity for you. What you will do Deliver an exceptional customer experience in every interaction you makeEnhance business development by proactively contacting terminated, retired and retiring membersStrive to retain members within group plans at Canada LifeUnderstand and analyze each member’s situation, explain their investment and retirement options, provide solutions and guide them through the complex transition to retirement incomeIdentify opportunities for consolidating assets and offering complementary products, as neededConduct one‑on‑one meetings virtually or in person with plan members approaching retirementParticipate in member and client meetings or finalist presentationsWork 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 servicesPost‑secondary education or equivalent work experienceActive LLQP life licensedCFP or PFP designation is considered an asset; additional beneficial industry designations or courses include: CIM, CLU, Canadian Securities CourseKnowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)Always puts the customer firstExcellent listening skillsExcellent verbal and written communication skillsThe successful candidate will be required to communicate in English in order to support clients from various jurisdictions outside of QuebecExpertise in pension, savings, investment and insurance products and planning conceptsHighly independent, disciplined worker requiring minimal oversightAnalytical and detail‑orientedAbility and willingness to learn quickly, adapt to change, modify behaviours and contribute to creative solutionsReliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website The base salary for this position is between $52,800.00 - $97,700.00 annually. This represents base salary only and does not represent 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 #J-18808-Ljbffr
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Investment & Retirement Consultant
5 days ago
Vancouver, Canada Canada Life Full timeBase + Comm Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment 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 highly effective listener and communicator, have a deep knowledge...
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Investment & Retirement Consultant
1 week ago
Vancouver, British Columbia, Canada Canada Life Full timeBase + CommWe are looking for anInvestment & 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 highly...
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Investment Consultant
6 days ago
Vancouver, Canada Chasseur Pro Executive Consultant Full time**Investment Analyst Responsibilities**: - Assessing business and asset valuations. - Calculating risks and opportunities for potential and current clients. - Monitoring market trends and investment portfolios. - Analyzing previous investment decisions and generating key takeaways. - Conducting meetings with clients and management throughout the year. -...
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Associate Retirement Consultant
2 weeks ago
Vancouver, Canada LifeWorks Full timeBuild a meaningful career At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting...
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Investment Associate
2 weeks ago
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Analyst - DC and CAP Retirement Consulting
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Retirement Income Advisor
5 days ago
Vancouver, Canada Canada Life Full timeA leading insurance provider in Canada is seeking an Investment Retirement Consultant to serve Group Customer plan members transitioning to retirement. You'll engage with clients to retain their assets and deliver exceptional customer service. Candidates should have 7+ years in the finance sector, knowledge of retirement products, strong communication...
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Retirement Income Advisor
5 days ago
Vancouver, Canada Canada Life Full timeA leading insurance provider in Canada is seeking an Investment Retirement Consultant to serve Group Customer plan members transitioning to retirement. You'll engage with clients to retain their assets and deliver exceptional customer service. Candidates should have 7+ years in the finance sector, knowledge of retirement products, strong communication...
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Senior Investment Consultant
4 weeks ago
Vancouver, Canada Aon Full timeJoin to apply for the Senior Investment Consultant role at Aon 1 day ago Be among the first 25 applicants Join to apply for the Senior Investment Consultant role at Aon Get AI-powered advice on this job and more exclusive features. Senior Consultant, Investment Consulting Would you like to be a part of an industry-leading Investment Consulting team? Do you...
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Investment Analyst
2 weeks ago
Vancouver, Canada Connor, Clark & Lunn Investment Management Ltd. Full timeWork Term: Permanent - Work Language: English - Hours: 37.5 hours per week - Education: Bachelor's degree - Experience: 1 year to less than 2 years - Investments and securities - Finance and financial management services, other **Work setting**: - Investment company **Tasks**: - Collect financial and investment information about companies, stocks, bonds...
