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Job Description & How to Apply Below
Elevate client engagement as an Investment and Retirement Specialist with Canada Life's Freedom Experience team. This full-time role is pivotal in ensuring customer satisfaction and loyalty through tailored financial solutions.
In this position, you will guide clients in their group retirement savings plans while fostering strong relationships through effective communication.
Your role includes advising clients on investments and helping them navigate complex financial decisions. You'll work harnessing various communication tools to manage client inquiries efficiently and enhance their experience with Canada Life.
Key Responsibilities:
• Assist clients with their group retirement savings plan enrollment
• Deliver personalized portfolio and retirement planning advice
• Build and maintain client relationships through all communication channels
• Provide insights into financial planning and investment strategies
• Conduct win-back initiatives to retain client assets
Requirements:
• Life insurance license (LLQP) or willingness to obtain
• Bachelor’s degree in finance, business, or related field
• Five years experience in financial services
• Strong knowledge of investment and retirement products
• Proven communication and negotiation skills
Help shape Canada Life's investment strategies while nurturing long-term client relationships.
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