Financial Advisor

Canada Life; Vancouver; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Education reimbursement

Health & dental benefits

Mental health benefit

Volunteer day

Pension plan (company-matching)

Share ownership program

Employee discounts

ERGs and mentorship

Job summary

Canada Life seeks an experienced financial advisor in Vancouver to proactively engage clients, provide advisory and policy maintenance services, and maintain a compliant practice. You will promote client portals, gather insights, and refine strategies while building carrier partner relationships.

The role requires LLQP licensing, knowledge of life insurance products, and strong presentation and time-management skills. French is a plus and MS Office proficiency is expected.

Qualifications

• Experience in financial insurance and advisory channels.
• Valid LLQP life insurance license.
• Experience with MGA environment or multi-carrier access.
• Strong insurance planning and advisory background.
• Knowledge of life insurance, living benefits and funds.
• Experience navigating multi-carrier product shelves.
• Excellent verbal and written communication; French is a plus.
• Presentation, organization and time-management skills.
• Post-secondary degree or equivalent experience.
• Proficiency with MS Office.

Responsibilities

• Proactively contact clients and answer inquiries.
• Provide advice and policy maintenance services.
• Maintain a compliant practice.
• Improve client engagement toward business objectives.
• Promote client portals and e-delivery.
• Input to refine the business model.
• Update marketing and development plans.
• Gather and analyze customer insights to adjust programs.
• Educate customers about products and services with carrier partners.

Skills

Financial advisory

Needs analysis

Communication skills

French language

Presentation skills

Time management

Relationship building

Organizational skills

Innovative thinking

MS Office

Education

Post-secondary degree

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.