Financial Investment Consultant
Job in
Montreal, Montréal, Province de Québec, Canada
Listed on 2026-09-04
Listing for:
Canada Life
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Location: Montreal
Become a Financial Investment Consultant with Canada Life, focusing on enhancing customer loyalty through effective investment strategies. This full-time position allows for flexible location choices across Canada.
In this critical role, you will support clients in navigating their retirement investment options, providing tailored financial advice to ensure their needs are met. Ideal candidates will be strong communicators with significant experience in financial services aimed at customer retention.
Key Responsibilities:
• Support clients in their retirement savings journey
• Deliver customized investment advice to clients
• Foster relationships through diverse communication channels
• Conduct education on financial planning
• Collaborate to improve customer satisfaction
Requirements:
• Life insurance license or commitment to obtain it
• Relevant degree or equivalent experience in finance
• Minimum five years in the financial sector
• Excellent client engagement abilities
• Bilingualism required for client interactions in Quebec
Apply your expertise in financial investments to elevate client experiences at Canada Life.
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