Retirement and Investment Advisor
4 weeks ago
Job Overview
We are seeking a Retirement and Investment Advisor.
Reporting to the Associate Manager of Investment and Retirement Solutions, the Retirement and Investment Advisor will assist our Group Customer plan members who are nearing retirement or have transitioned from their employer, with the aim of retaining their assets at Canada Life. If you possess exceptional listening and communication skills, a comprehensive understanding of retirement savings and income products, as well as pension regulations, and are eager to work in a collaborative and competitive setting while striving to exceed customer expectations, this could be a fulfilling opportunity for you.
Key Responsibilities:
You embody our vision – placing customers at the heart of our operations. In this role, you will:
Provide an outstanding customer experience in every interaction Drive business growth by proactively reaching out to terminated, retired, and retiring members Aim to retain members within group plans at Canada Life Assess and interpret each member's circumstances, clarify their investment and retirement choices, offer solutions, and guide them through the intricate transition to retirement income Identify opportunities for asset consolidation and suggest complementary products as necessary Conduct individual meetings virtually or face-to-face with plan members approaching retirement Engage in member and client meetings or finalist presentations Collaborate with the Investment & Retirement Solutions team to deliver a premier customer experienceQualifications:
At least 7 years of experience in the Canadian insurance and/or financial sector, with a particular focus on retirement products and services Post-secondary education or equivalent professional experience LLQP life license required CFP or PFP designation is advantageous; additional relevant industry certifications or courses such as CIM, CLU, or Canadian Securities Course are beneficial Proficiency in Microsoft Office suite (Outlook, Word, Excel, PowerPoint) Strong customer-first mentality Excellent listening abilities Strong verbal and written communication skills In-depth knowledge of pension, savings, investment, and insurance products and planning concepts Highly self-sufficient and disciplined, requiring minimal supervision Analytical mindset with attention to detail Willingness and ability to learn swiftly, adapt to changes, modify behaviors, and contribute to innovative solutionsAchieve your best at Canada Life - Apply today
Being part of Canada Life means your voice matters. This is an environment where your unique background, perspectives, and skills are appreciated and contribute to our future success.
Here, you can thrive. You are part of a diverse and inclusive workplace where your career and well-being are prioritized. You will have the chance to excel in your own way, discovering new and improved methods to provide exceptional customer and advisor experiences.
Together, as a cohesive team, you will fulfill our shared mission to enhance the well-being of Canadians. This is our driving force. Become part of a robust and successful organization that millions of Canadians trust to act with integrity.
Canada Life addresses the financial security needs of over 13 million individuals across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we are among Canada's leading insurers with interests in life insurance, health insurance, investment, and retirement savings. We provide a comprehensive range of financial and benefit plan solutions for individuals, families, businesses, and organizations.
We are dedicated to fostering an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. We are committed to building a workforce that reflects the diversity of the communities we serve and to creating an atmosphere where every employee has the opportunity to realize their potential.
Our priority is to eliminate barriers to ensure equal access to employment. A Human Resources representative will collaborate with applicants who request reasonable accommodations during the application process. All information shared during the accommodation request process will be handled in accordance with applicable laws and Canada Life policies.
Canada Life appreciates all applicants; however, only those who qualify for an interview will be contacted.
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