Investment and Retirement Advisor

Position: Investment and Retirement Advisor Life
Become an Investment & Retirement Advisor with Canada Life. Leverage your expertise to offer valuable insights and build lasting relationships with clients in this dynamic role.

This Bilingual position invites you to support clients navigating retirement options and investment strategies. Your mission is to build loyalty by responding to inquiries and providing insightful advice on financial planning. Engage with clients daily through diverse communication methods to address their financial needs effectively.

Key Responsibilities:

• Assist clients with enrolling in retirement savings plans

• Offer personalized investment guidance based on client goals

• Cultivate relationships through effective communication

• Conduct educational sessions on financial strategies

• Proactively manage client withdrawal inquiries

Requirements:

• Life insurance license or commitment to obtain

• Bachelor’s degree in business or related

• Five years in financial services with sales focus

• Excellent interpersonal and negotiation skills

• Familiarity with MS Office and Salesforce is beneficial

Utilize your financial knowledge at Canada Life to empower clients in their investment journeys.
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