Investment & Retirement Consultant

We are looking for an Investment & Retirement Consultant.

Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. If you are a highly effective listener and communicator, have a deep knowledge of retirement savings and income products and pension legislation, are keen to work in a collaborative and competitive environment, and are driven to delight our customers, this may be a rewarding opportunity for you.

What you will do :

• Deliver an exceptional customer experience in every interaction you make
• Enhance business development by proactively contacting terminated, retired, and retiring members
• Strive to retain members within group plans at Canada Life
• Understand and analyze each member’s situation, explain their investment and retirement options, provide solutions, and guide them through the complex transition to retirement income
• Identify opportunities for consolidating assets and offering complementary products, as needed
• Conduct one-on-one meetings virtually or in person with plan members approaching retirement
• Participate in member and client meetings or finalist presentations
• Work collaboratively with the Investment & Retirement Solutions team to provide a best-in-class customer experience

What you will bring :

• Minimum 7 years in the Canadian insurance and/or financial industry, with a focus on retirement products and services
• Post-secondary education or equivalent work experience
• LLQP life license
• CFP or PFP designation is considered an asset; additional beneficial industry designations or courses include: CIM, CLU, Canadian Securities Course
• Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
• Customer-first mindset
• Excellent verbal and written communication skills
• Expertise in pension, savings, investment, and insurance products and planning concepts
• Highly independent, disciplined worker requiring minimal oversight
• Analytical and detail-oriented
• Ability and willingness to learn quickly, adapt to change, modify behaviors, and contribute to creative solutions

Be your best at Canada Life - Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives, and talents are valued and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment, and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses, and organizations.

We are committed to providing an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [contact information].

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