Investment & Retirement Specialist

Permanent Full Time

We are looking for a Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life.

This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to respond to customer inquiries, provide sound investment advice, and ultimately persuade them to maintain their financial engagement with Canada Life by offering exceptional customer service. If you are a highly effective listener and communicator, have a strong knowledge of retirement savings and have a passion for retaining customer loyalty, you may be an ideal candidate for this fast-paced and dynamic role.

What you will do:

• Support customers as they enroll in their group retirement savings plans, helping them understand the design of their plan, set the right contribution levels, and transfer funds into their account
• Provide personalized investment portfolio and retirement advice to our customers, specific to their portfolio and circumstances, to give them confidence in their retirement plan
• Develop and maintain strong relationships with customers through various means (phone, email, in-person and virtual appointments), managing a multitude of warm leads daily in a timely and effective manner to address inquiries about investments or retirement plans
• Provide education and advice on financial planning and other relevant topics
• Proactively and reactively engage with clients who are considering withdrawing their assets, asking probing questions to understand their concern and provide personalized financial solutions to address their needs.
• Collaborate with internal teams to address client issues and improve overall satisfaction.
• Conduct client win-back initiatives to prevent asset outflows and implement campaigns to improve client engagement and retention
• Help the team achieve its objective to grow and retain plan member assets within their group retirement plan
• Identify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning

What you will bring:

• As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs
• Five years industry experience in financial services or related field, with a focus on sales or loyalty retention
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life.
• Professional certifications (e.g. CFP, CFA, LLQP) would be advantageous
• Strong knowledge of pension, savings and investment products or services
• Excellent communication and interpersonal skills with proven effectiveness engaging with clients
• Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets
• Bachelor's degree in finance, business administration, economics, or a related field or equivalent work experience
• Ability to learn quickly, adapt to change, identify patterns and make recommendations in the client's best interest
• Sound working knowledge of MS Office products and Salesforce is beneficial

The base salary for this position is between $52,800 - $97,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today

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.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.