Investment & Retirement Specialist

3 weeks ago

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 concerns, and providing personalized financial solutions to address their needs
- Develop a deep understanding of a client’s financial goals, risk tolerance and investment preferences to provide tailored advice and guidance
- Identify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning
- Strategize and implement targeted retention initiatives to prevent asset outflows and improve client satisfaction
- Conduct client win-back initiatives: develop win-back strategies and implement campaigns to increase client engagement.

**What you will bring**
- Life License (LLQP) is a requirement
- Bachelor’s degree in finance, business administration, economics, or a related field or equivalent work experience
- Professional certifications (e.g CFA, CFP) would be advantageous
- Five years industry experience in financial services or related field, with a focus on sales or loyalty retention
- Very strong knowledge of pension, savings and investment products or services
- Excellent communication and interpersonal skills to effectively engage with clients
- Bilingual (English/French) is considered an asset
- Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets
- Analytical mindset with the ability to interpret financial investment statements, identify patterns and make data-driven recommendations
- Sound working knowledge of MS Office products and Salesforce is beneficial

**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.
- 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_**.

LI-Hybrid

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