Financial Advisor

Canada Life; Calgary; Presencial; CAD 60 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Career development

Health benefits

Volunteer day

Pension plan

Employee discounts

Community engagement

Resumo da oferta

Canada Life is seeking a Financial Advisor to understand client needs and provide personalized advice that supports financial, physical, and mental well-being. You will grow and protect the client portfolio while upholding high compliance standards and delivering exceptional service.

You will leverage your expertise in life insurance, investment funds, and carrier partnerships to tailor protection and wealth planning solutions, with a focus on client engagement and cross-sell opportunities.

Qualificações

• Experience in financial insurance channels with investment funds focus.
• Valid life insurance license (LLQP).
• Background with MGA/dealer or multi-carrier advisory is a plus.
• Strong advisory skills to identify client needs and tailor solutions.
• Proficient with MS Office and client management tools.

Responsabilidades

• Proactively contact clients and respond to inquiries.
• Provide advice and maintenance services using planning processes.
• Maintain a compliant practice.
• Enhance client engagement supporting business development goals.
• Promote client portals and e-delivery for statements and communications.
• Contribute to refining the business model and plans.
• Keep marketing and BD plans current and aligned with client needs.
• Educate customers about products and services with carriers.

Conhecimentos

Financial advisory

Insurance planning

Client relationship

Communication skills

Microsoft Office

French language

Formação académica

Post-secondary degree or equivalent

Descrição da oferta de emprego

Permanent Full Time

We are looking for a Financial Advisor.

As a Financial Advisor you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental well-being. You'll play a key role in growing and protecting the Continuum Financial Centre's client portfolio, delivering exceptional service, supporting strategic initiatives, and ensuring every interaction meets the highest compliance and professional standards.

What You Will Do

• Proactively contact clients and answer inbound inquiries.
• Provide advice and account / policy maintenance services using appropriate planning processes.
• Maintain a compliant practice.
• Improve client engagement in pursuit of the centres overall business development objectives.
• Promote client portals & e-delivery options for statements, confirmations & marketing communications.
• Provide input to inform continuous refinement of the business model.
• Keep marketing and business development plans current and up to date.
• Gather and analyze customer insights, adjust program objectives and delivery as required according to new unmet customer needs.
• Educate customers about products, solutions and services with various carrier partners

What You Will Bring

• Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.
• Valid life insurance license (LLQP)
• Background working with an MGA environment, dealer, or independent advisory practice with access to multiple insurance carriers is considered a significant asset.
• Strong insurance planning and advisory experience with a proven ability to identify client needs and recommend appropriate protection and wealth planning solutions.
• In-depth knowledge of life insurance, living benefits, and segregated funds,
• Experience navigating multi-carrier product shelves and leveraging carrier specific strengths to deliver tailored client solutions.
• Effective in establishing business relationship with carrier partners, wholesalers, and support teams.
• Strong insurance planning and advisory experience with a proven ability to identify client needs and recommend appropriate protection and wealth planning solutions.
• Excellent verbal and written communication skills, French would be considered an asset.
• Well-developed presentation skills.
• Excellent organizational and time management skills.
• Ability to think innovatively and quickly to adapt to the needs of the client
• Post-secondary degree or equivalent work experience.
• Sound working knowledge of MS Office products

The base salary for this position is between $59,800 - $99,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver - for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.