Investment & Retirement Consultant - Bilingual

2 months ago


Toronto, Canada Canada Life Assurance Company Full time

**Job Description**:
We are looking for a bilingual 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 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**
- You live our vision - customers are at the centre of what we do. In doing so, you will:

- Deliver an exceptional customer experience in every interaction you make
- 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
- Certified Financial Planner (CFP); LLQP life licensed
- Industry designations Retirement Plans Associate (RPA) or Certified Employee Benefits Specialist (CEBS) an asset
- Additional beneficial industry designations or courses: CIM, CLU, Canadian Securities Course
- Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint) and Access Databases
- Always puts the customer first
- Excellent listening skills
- Excellent verbal and written communication skills
- Expertise in pension, savings, investment and insurance products and planning concepts
- Highly independent, disciplined worker requiring mínimal oversight
- Analytical and detail-oriented
- Ability and willingness to learn quickly, adapt to change, modify behaviours and contribute to creative solutions

**_ Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Ottawa, Toronto, London, Winnipeg._**

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

**We are one of Canada's top 100 employers**
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are 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._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_


  • Bilingual Investment

    2 months ago


    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: In this dynamic and influential role, you will serve our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. You will offer guidance on retirement plans and related financial products as you consult with each member to learn more about their...


  • Toronto, Canada Canada Life Assurance Company Full time

    **Job 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...


  • Toronto, Canada People Corporation Full time

    At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees,...


  • Toronto, Canada People Corporation Full time

    At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees,...


  • Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: 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** - Proactively engage with clients who are considering withdrawing their assets, understanding their...


  • Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: 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** - Proactively engage with clients who are considering withdrawing their assets, understanding their...

  • Retirement Consultant

    1 month ago


    Toronto, Canada Aon Corporation Full time

    Posting Description: **Bilingual Retirement Consultant - Health Solutions** Are you an advisor who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you. Aon is currently recruiting a Retirement Consultant to join our growing Small & Medium Enterprise (SME)...


  • Toronto, Canada LifeWorks Full time

    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...


  • Toronto, Ontario, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...


  • Toronto, Ontario, Canada Gallagher Full time

    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 potential, and create...

  • Retirement Consultant

    2 months ago


    Toronto, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Toronto, Canada The Dunfield Retirement Residence Full time

    **Job Summary**: The Retirement living Consultant / Leasing specialist is under the direction of the Director of Sales and Marketing and is an exceptional relationship curator, responsible for developing and promoting compelling sales strategies and initiatives that exceed customer expectations and sales and occupancy targets. This role will lead with...


  • Toronto, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...


  • Toronto, Canada Gallagher Full time

    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 potential, and create...


  • Toronto, Canada Mercer Full time

    At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome...


  • Toronto, Canada Gallagher Full time

    Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive, and aspirations...


  • Toronto, Ontario, Canada Gallagher Full time

    Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive, and aspirations...


  • Toronto, Ontario, Canada Gallagher Full time

    Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive, and aspirations...


  • Toronto, Canada Canada Life Assurance Company Full time

    Investment & Retirement Specialist - 12 month contract **Description: - Temporary 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...


  • Toronto, Ontario, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...