Financial Services Specialist

6 days ago


Montreal, Quebec, Canada Canada Life Assurance Company Full time
Bilingual Investment and Retirement Specialist

Job Summary:

We are seeking a highly skilled and experienced Investment and Retirement Specialist to join our team at Canada Life Assurance Company. As a key member of our Investment and Retirement Solutions team, you will play a critical role in managing and nurturing relationships with our valued customers.

Key Responsibilities:

  • Provide personalized retirement and investment guidance to group plan members, taking into account their unique portfolio and circumstances.
  • Proactively engage with clients who are considering withdrawing their assets, understanding their concerns and providing tailored financial solutions to address their needs.
  • Develop a deep understanding of a client's financial goals, risk tolerance, and investment preferences to provide expert advice and guidance.
  • Identify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning.
  • Provide exceptional customer service, including patience and support with complex transactions and paperwork.

Requirements:

  • Life License (LLQP) is a requirement.
  • Bachelor's degree in finance, business administration, economics, or a related field or equivalent work experience.
  • Bilingual (English/French) is preferred.
  • 2+ years of industry experience in financial services or a related field, with a focus on sales, service, or loyalty retention.
  • Very strong knowledge of pension, savings, and investment products and services.
  • Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets.
  • Independent, goal-oriented professional who works collaboratively and constructively with different partners.
  • Sound working knowledge of MS Office products and Salesforce is beneficial.

About Us:

Canada Life Assurance Company is a leading provider of insurance and financial services. We are committed to helping our customers achieve their financial goals and live secure, confident lives.



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