Investment & Retirement Specialist
2 days ago
Investment & Retirement Specialist Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. 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. You will 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. What you will do Support customers as they enroll in group retirement savings plans, helping them understand plan design, set contribution levels, and transfer funds into their account. Provide personalized investment portfolio and retirement advice specific to each customer's circumstances. Develop and maintain strong relationships with customers via phone, email, in-person and virtual appointments, managing warm leads daily to address inquiries about investments or retirement plans. Provide education and advice on financial planning and other relevant topics. Engage with clients considering asset withdrawals, asking probing questions to understand concerns and offer personalized solutions. Collaborate with internal teams to address client issues and improve overall satisfaction. Conduct client win‑back initiatives to prevent asset outflows and implement engagement campaigns. Help the team grow and retain plan member assets within group retirement plans. Identify opportunities to enhance client experience and loyalty by offering value‑added services, customized solutions, and personalized planning. What you will bring Fluency in French and English is an asset; bilingualism is required for Quebec only. Five years of industry experience in financial services or related field, focusing on sales or loyalty retention. Professional certifications (CFP, CFA, LLQP) are advantageous. Strong knowledge of pension, savings and investment products. Excellent communication and interpersonal skills, with proven effectiveness engaging clients. Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain 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 client‑centered recommendations. Competency with MS Office products; Salesforce experience is beneficial. Reliability Status Security Clearance (completed with offers of employment); cost covered by Canada Life. Criminal record and credit background check is mandatory as a condition of employment. Salary: $52,800 - $97,700 annually (base salary only). Variable compensation such as annual bonus and commission are available. Career opportunities will be open a minimum of 5 business days from the date of posting. All applications received will be reviewed on a rolling basis. Canada Life serves the financial security needs of more than 13 million people across Canada, with operations in Europe and the United States. We are committed to providing an inclusive, accessible environment where all employees and customers feel valued, respected and supported. #J-18808-Ljbffr
-
Investment & Retirement Specialist
3 days ago
Toronto, Canada Canada Life Full timeInvestment & Retirement Specialist Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. 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. You will respond to customer inquiries, provide...
-
Investment & Retirement Specialist
3 days ago
Toronto, Canada Canada Life Full timeInvestment & Retirement Specialist Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. 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. You will respond to customer inquiries, provide...
-
Director, Retirement Investment Specialist
1 week ago
Toronto, Canada Manulife Full timeDirector, Retirement Investment Specialist 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Overview The primary role of the Director, Retirement Investment Specialist (RIS) is to support our dedicated team of US Retirement Core, Mid‑Large, Taft‑Hartley Segment Sales Force, Relationship Managers,...
-
Director, Retirement Investment Specialist
3 days ago
Toronto, Canada Manulife Full timeDirector, Retirement Investment Specialist 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Overview The primary role of the Director, Retirement Investment Specialist (RIS) is to support our dedicated team of US Retirement Core, Mid‑Large, Taft‑Hartley Segment Sales Force, Relationship Managers,...
-
Director, Retirement Investment Specialist
2 weeks ago
Toronto, Canada Manulife Full timeOverview:The primary role of the Director, Retirement Investment Specialist (RIS) is to support our dedicated team of US Retirement Core, Mid- Large, Taft-Hartley Segment Sales Force, Relationship Managers, Advisor Advocate Teams, and National Accounts to service, develop and expand existing and new relationships within US Retirements to offer our Manulife...
-
Investment & Retirement Specialist
2 weeks ago
Toronto, Canada Canada Life Assurance Company Full time**Job Description**: We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. **What you will do** - Proactively engage with clients who are considering withdrawing their assets, understanding their...
-
Director, Retirement Investment Specialist
2 weeks ago
Toronto, Canada Manulife Full timeOverview:The primary role of the Director, Retirement Investment Specialist (RIS) is to support our dedicated team of US Retirement Core, Mid- Large, Taft-Hartley Segment Sales Force, Relationship Managers, Advisor Advocate Teams, and National Accounts to service, develop and expand existing and new relationships within US Retirements to offer our Manulife...
-
Director, Retirement Investment Specialist
2 weeks ago
Toronto, Ontario, Canada Manulife Full time $116,000 - $166,000Overview:The primary role of the Director, Retirement Investment Specialist (RIS) is to support our dedicated team of US Retirement Core, Mid- Large, Taft-Hartley Segment Sales Force, Relationship Managers, Advisor Advocate Teams, and National Accounts to service, develop and expand existing and new relationships within US Retirements to offer our Manulife...
-
Director, Retirement Investment Specialist
2 weeks ago
Toronto, Canada Manulife Insurance Malaysia Full time***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Director,...
-
Director, Retirement Investment Specialist
2 weeks ago
Toronto, Canada Manulife Insurance Malaysia Full time***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Director,...
