Expert Financial Services Professional

23 hours ago


Montreal, Quebec, Canada The Canada Life Assurance Company Full time

At The Canada Life Assurance Company, we are seeking a skilled and dedicated Investment & Retirement Specialist to join our dynamic team. This exciting opportunity will enable you to utilize your expertise in retirement savings and investment products to provide exceptional customer service.

About the Role

This permanent full-time position is part of our rapidly growing Investment & Retirement Solutions team within the Freedom Experience department. As an Investment & Retirement Specialist, you will play a critical role in managing and nurturing relationships with customers who require assistance with their accounts or are considering withdrawing their assets.

Your primary objective will be to address customer concerns, provide personalized guidance on retirement and investment options, and persuade them to maintain their financial engagement with our organization.

In this fast-paced and dynamic role, you will have the opportunity to develop a deep understanding of client financial goals, risk tolerance, and investment preferences to deliver tailored advice and guidance.

Key Responsibilities

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