Investment Retirement Solutions Associate

Support Investment & Retirement Solutions through retirement products expertise, appointment scheduling, and accurate documentation review in Toronto, Winnipeg, or London.

Canada Life seeks a Business Support Associate for its Freedom Experience team within Client Advisory Services. You will support sales, service, and leadership staff across administrative duties, retirement income quotes, member retention transactions, and team workflow. The position serves plan members and clients through relationship-focused investment guidance and education.

• Conduct outbound calls scheduling appointments for sales team consultants
• Review member retirement documentation for actionable accuracy
• Liaise with partners to execute transactions promptly
• Manage incoming requests and sales opportunities across teams
• Process transactions and complete general administrative duties

• Three to five years in Canadian insurance or financial industry
• Specific experience with retirement products and services
• Post-secondary education or equivalent work experience
• Microsoft Office knowledge, including Outlook, Word, Excel, Power Point
• Strong written and verbal communication skills

Apply retirement industry knowledge, documentation review, communication, and workflow coordination skills supporting Canada Life’s Investment & Retirement Solutions team.