Investment and Retirement Advisor

Position: Investment and Retirement Advisor Life
Advance your career as an Investment & Retirement Advisor with Canada Life, where customer loyalty and satisfaction are paramount. You'll provide expert investment advice tailored to client needs while supporting their retirement savings strategies.

This bilingual role is crucial for fostering strong relationships with clients across various platforms. Responsibilities include developing personalized investment portfolios, educating clients on essential financial topics, and assisting with retirement plan enrollments. You'll also work collaboratively with internal teams to address client issues and implement initiatives to retain valued customers.

Key Responsibilities:

• Assist clients with group retirement plan enrollments

• Develop personalized investment and retirement strategies

• Educate clients on financial planning

• Conduct win-back initiatives to retain assets

• Collaborate on improving client satisfaction

Requirements:

• Life insurance license (LLQP) or commitment to obtain

• Bachelor’s degree in finance, business, or economics

• Minimum five years in financial services

• Comprehensive knowledge of investment products

• Bilingual proficiency in French and English required

Help clients secure their financial future with advice in retirement planning and asset retention at Canada Life.
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