Permanent Full Time
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We are looking for an Investment & Retirement Specialist to join the Client Advisory 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:
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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
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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
What you will bring:
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Bachelor’s degree in finance, business administration, economics, or a related field or equivalent work experience
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Excellent communication and interpersonal skills with proven effectiveness engaging with clients
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Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets
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Ability to learn quickly, adapt to change, identify patterns and make recommendations in the client's best interest
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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 additional investment 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 talentacquisitioncanada@canadalife.com. 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.
