Financial Advisor

Canada Life Group; Canada; Remote; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Career development

Health & dental benefits

Mental health benefit

Volunteer day

Company pension plan

Employee discounts

Job summary

Canada Life is seeking a Financial Advisor to apply expertise in understanding clients' needs and delivering personalized financial, physical, and mental well-being solutions within the Continuum Financial Centre. You will grow and protect client portfolios while ensuring compliance and high professional standards.

In this role you will proactively contact clients, provide advisory services across insurance and investments, maintain compliant practices, and support business development with

Qualifications

• Experience in financial insurance and investment fund products.
• Valid life insurance license (LLQP).
• Experience with MGA environments or multi-carrier advisory practice.
• Strong insurance planning and advisory experience identifying client needs.
• Knowledge of life insurance, living benefits and segregated funds.
• Experience navigating multi-carrier product shelves.
• Excellent verbal and written communication skills; French an asset.
• Excellent organizational and time management skills.
• Post-secondary degree or equivalent work experience.
• MS Office knowledge.

Responsibilities

• Proactively contact clients and answer inquiries.
• Provide advice and maintain policies using planning processes.
• Maintain a compliant practice.
• Improve client engagement to support business objectives.
• Promote client portals and e-delivery options.
• Input to refine the business model.
• Keep marketing and business development plans current.
• Analyze customer insights and adapt programs to unmet needs.
• Educate customers about products with carrier partners.

Skills

Client advisory

Life insurance planning

Multi-carrier products

LLQP license

Communication

MS Office

Time management

Education

Post-secondary degree or equivalent

Job description

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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.
• 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

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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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

Location: Kitchener Ontario, ON, CA, N2P 2G5 St. John's, NL, CA Calgary, AB, CA Pickering, ON, CA Vancouver, British Columbia, CA London, ON, CA Regina, SK, CA Edmonton, AB, CA Winnipeg, MB, CA Halifax, Nova Scotia, CA Charlottetown, Prince Edward Island, CA Peterborough, ON, CA Ottawa, ON, CA Toronto, ON, CA Hamilton, ON, CA Langley, British Columbia, CA Moncton, New Brunswick, CA