Financial Advisor

Canada Life; City of Langley; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Community Emphasis

Job summary

Canada Life is seeking professionals with strong advisory and wealth planning skills to support clients across Canada. The role emphasizes proactive client contact, licensing in life insurance, and experience with multiple carriers to tailor protection and investment solutions.

The position offers base compensation with potential for additional incentives, and opportunities for career development within a premier Canadian insurer.

Qualifications

• Experience in financial insurance and investment fund products.
• Valid life insurance license (LLQP).
• Background with MGA environment or access to multiple carriers is a plus.
• Strong advisory and wealth planning experience identifying client needs.

Responsibilities

• Proactively contact clients and answer inbound inquiries.
• Provide advice and account / policy maintenance services.
• Maintain a compliant practice.
• Improve client engagement to support business development objectives.
• Promote client portals and e-delivery options for statements and marketing communications.
• Provide input to refine the business model.
• Keep marketing and business development plans current.
• Gather and analyze customer insights to adjust programs.
• Educate customers about products, solutions and services with carrier partners.

Skills

Financial services experience

French language capability

MS Office proficiency

Multi-carrier product knowledge

Client relationship building

Education

Post-secondary degree

LLQP license

Tools

MS Office

Job description

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).

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

• 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.

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.