LLQP Licensed Financial Advisor

Canada Life; Canada; Remote; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Career development

Health & dental benefits

Mental health benefit

Volunteer day

Company pension plan

Employee discounts

Job summary

Canada Life is seeking a Financial Advisor to apply expertise in understanding clients' needs and delivering personalized financial, physical, and mental well-being solutions within the Continuum Financial Centre. You will grow and protect client portfolios while ensuring compliance and high professional standards.

In this role you will proactively contact clients, provide advisory services across insurance and investments, maintain compliant practices, and support business development with

Qualifications

• Experience in financial insurance and investment fund products.
• Valid life insurance license (LLQP).
• Experience with MGA environments or multi-carrier advisory practice.
• Strong insurance planning and advisory experience identifying client needs.
• Knowledge of life insurance, living benefits and segregated funds.
• Experience navigating multi-carrier product shelves.
• Excellent verbal and written communication skills; French an asset.
• Excellent organizational and time management skills.
• Post-secondary degree or equivalent work experience.
• MS Office knowledge.

Responsibilities

• Proactively contact clients and answer inquiries.
• Provide advice and maintain policies using planning processes.
• Maintain a compliant practice.
• Improve client engagement to support business objectives.
• Promote client portals and e-delivery options.
• Input to refine the business model.
• Keep marketing and business development plans current.
• Analyze customer insights and adapt programs to unmet needs.
• Educate customers about products with carrier partners.

Skills

Client advisory

Life insurance planning

Multi-carrier products

LLQP license

Communication

MS Office

Time management

Education

Post-secondary degree or equivalent

Job description

Canada Life is seeking a Financial Advisor to apply expertise in understanding clients' needs and delivering personalized financial, physical, and mental well-being solutions within the Continuum Financial Centre. You will grow and protect client portfolios while ensuring compliance and high professional standards.

In this role you will proactively contact clients, provide advisory services across insurance and investments, maintain compliant practices, and support business development with