Investment & Retirement Specialist

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

Benefits offered by this job

Education reimbursement up to $2,000

Mental health benefit up to $5,000

Pension plan and share ownership

Volunteer day

Employee discounts

Job summary

Canada Life is seeking an Investment & Retirement Specialist to join the Freedom Experience team. The role focuses on responding to customer inquiries, delivering sound investment advice and maintaining client loyalty through exceptional service.

The position supports enrollment in group retirement plans, provides personalized investment guidance, and strengthens client relationships through various channels while ensuring compliance and security requirements.

Qualifications

• Valid life insurance license (LLQP) or willingness to obtain within three months of hire
• Bachelor’s degree in finance, business administration, economics, or related field or equivalent experience
• Professional certifications (CFP, CFA) would be advantageous
• Five years industry experience in financial services or related field, with focus on sales or loyalty retention
• Strong knowledge of pension, savings and investment products
• Excellent communication and interpersonal skills with proven client engagement
• Demonstrated ability to negotiate and influence clients to retain assets
• Ability to learn quickly, adapt to change, identify patterns and make client-centric recommendations
• MS Office and Salesforce proficiency is beneficial
• Bilingualism is an asset; required for Quebec role serving French/English clients
• Criminal Record and Credit background check mandatory; security clearance may be required

Responsibilities

• Respond to customer inquiries and provide sound investment advice
• Assist enrollment in group retirement savings plans and explain plan design
• Offer personalized investment and retirement guidance based on client circumstances
• Maintain relationships via phone, email, in-person and virtual appointments
• Educate and advise on financial planning topics
• Address client asset withdrawal concerns with personalized solutions
• Collaborate with internal teams to resolve client issues
• Lead client win-back initiatives to prevent asset outflows
• Support growth and retention of plan member assets within the group retirement plan
• Identify opportunities to enhance client experience and loyalty with added services

Skills

Customer communication

Negotiation

Adaptability

Listening

MS Office

Salesforce

Education

Bachelor's degree in finance

Bachelor's degree in business administration

Bachelor's degree in economics

CFP/CFA certifications (advantage)

Tools

MS Office

Salesforce

Job description

Permanent Full Time

We are looking for a Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life.

This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to respond to customer inquiries, provide sound investment advice, and ultimately persuade them to maintain their financial engagement with Canada Life by offering exceptional customer service. If you are a highly effective listener and communicator, have a strong knowledge of retirement savings and have a passion for retaining customer loyalty, you may be an ideal candidate for this fast-paced and dynamic role.

What You Will Do

• Support customers as they enroll in their group retirement savings plans, helping them understand the design of their plan, set the right contribution levels, and transfer funds into their account
• Provide personalized investment portfolio and retirement advice to our customers, specific to their portfolio and circumstances, to give them confidence in their retirement plan
• Develop and maintain strong relationships with customers through various means (phone, email, in-person and virtual appointments), managing a multitude of warm leads daily in a timely and effective manner to address inquiries about investments or retirement plans
• Provide education and advice on financial planning and other relevant topics
• Proactively and reactively engage with clients who are considering withdrawing their assets, asking probing questions to understand their concern and provide personalized financial solutions to address their needs.
• Collaborate with internal teams to address client issues and improve overall satisfaction.
• Conduct client win-back initiatives to prevent asset outflows and implement campaigns to improve client engagement and retention
• Help the team achieve its objective to grow and retain plan member assets within their group retirement plan
• Identify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning

What You Will Bring

• Valid life insurance license (LLQP) or willingness to work towards obtaining within three months of hire
• Bachelor’s degree in finance, business administration, economics, or a related field or equivalent work experience
• Professional certifications (e.g. CFP, CFA) would be advantageous
• Five years industry experience in financial services or related field, with a focus on sales or loyalty retention
• Strong knowledge of pension, savings and investment products or services
• Excellent communication and interpersonal skills with proven effectiveness engaging with clients
• Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets
• Ability to learn quickly, adapt to change, identify patterns and make recommendations in the client's best interest
• Sound working knowledge of MS Office products and Salesforce is beneficial
• As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs
• A Criminal Record and Credit background check is mandatory as a condition of employment
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Calgary, London, Montreal, Ottawa, Toronto, Vancouver, Winnipeg.

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’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

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 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.

Learn more about Canada Life.

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.

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