Investment & Retirement Consultant

Canada Life; Toronto; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading company is seeking an Investment & Retirement Consultant to serve and retain group customers approaching retirement. This role involves delivering exceptional customer experiences, analyzing retirement options, and collaborating with a team to provide the best solutions. Candidates with 7+ years in the financial industry and relevant licenses are encouraged to apply.

Benefits

Inclusive work environment

Diverse and collaborative workplace

Opportunities for career growth

Qualifications

• Minimum 7 years in the insurance/financial industry with an emphasis on retirement products.
• LLQP life license required.
• CFP or PFP designation preferred.

Responsibilities

• Deliver exceptional customer experience.
• Analyze members’ retirement situations and provide solutions.
• Conduct meetings with plan members.

Skills

Communication

Customer Service

Analytical Skills

Education

Post-secondary education

Tools

Microsoft Office Suite

Job description

We are looking for a 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 :

You live our vision – customers are at the centre of what we do. In doing so, you will :

• 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 specific emphasis on retirement products and services
• Post-secondary education or equivalent work experience
• LLQP life licensed
• 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)
• Always puts the customer first
• 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 behaviours 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 that’s trusted by millions of Canadians to do the right thing.

Canada Life servesthe 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 to creating an environment where every employeehas the opportunity toreach 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 that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact .

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