Investment and Retirement Specialist

Position: Canada Life Investment and Retirement Specialist
Join the Freedom Experience team at Canada Life as an Investment and Retirement Specialist. This full-time role focuses on enhancing customer loyalty through personalized investment advice and exceptional service.

As an essential member of Canada Life, you will be responsible for nurturing client relationships and helping them understand their group retirement savings plans. Your expertise in financial planning and effective communication will empower clients to maintain their investments confidently. This position requires direct interaction with clients and collaboration with internal teams to address inquiries robustly.

Key Responsibilities:

• Support customers enrolling in group retirement savings plans

• Provide personalized retirement and investment advice

• Manage multiple client inquiries through various communication methods

• Educate clients about financial planning topics

• Engage proactively with clients considering withdrawals

Requirements:

• Valid life insurance license or willingness to obtain

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

• Five years experience in financial services, focusing on sales

• Strong understanding of investment products

• Excellent negotiation and interpersonal skills

Bring your passion for customer satisfaction and financial expertise to enhance Canada Life's investment and retirement offerings.
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