Investment and Retirement Solutions Expert
2 weeks ago
We are seeking a highly skilled Investment and Retirement Consultant to join our team at Canada Life. As a key member of our Investment and Retirement Solutions team, you will play a critical role in delivering exceptional customer experiences and driving business growth.
Key Responsibilities- Develop and implement tailored investment and retirement solutions for our customers, ensuring their financial security and well-being.
- Collaborate with our Investment and Retirement Solutions team to provide best-in-class customer service and support.
- Proactively identify opportunities to enhance business development and retention, leveraging your expertise in retirement savings and income products.
- Conduct in-depth analysis of customer needs and provide personalized guidance on investment and retirement options.
- Work closely with our sales team to identify and capitalize on new business opportunities.
- Minimum 7 years of experience in the Canadian insurance and/or financial industry, with a focus on retirement products and services.
- Post-secondary education or equivalent work experience.
- LLQP life licensed.
- CFP or PFP designation is considered an asset.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Strong analytical and problem-solving skills, with the ability to navigate complex financial situations.
At Canada Life, we are committed to providing an inclusive and accessible environment where all employees and customers feel valued, respected, and supported. We are dedicated to building a diverse and inclusive workforce that reflects the communities we serve.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about delivering exceptional customer experiences and driving business growth, we encourage you to apply for this exciting opportunity.
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Winnipeg, Manitoba, Canada Canada Life Full timeJob Title: Investment & Retirement ConsultantWe are seeking a highly skilled Investment & Retirement Consultant to join our team at Canada Life. As a key member of our Investment & Retirement Solutions team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Deliver personalized...
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