Investment & Retirement Consultant

Base + Comm 

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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:

• 3+ years of retirement product experience in the insurance or financial services industry 
• Active LLQP life licensed
• CFP or PFP designation is considered an asset; additional beneficial industry designations or courses include: CIM, CLU, Canadian Securities Course
• Post-secondary education or equivalent work experience
• Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
• Always puts the customer first
• Excellent listening skills
• Excellent verbal and written communication skills
• The successful candidate will be required to communicate in English in order to support clients from various jurisdictions outside of Quebec
• 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
• Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website 

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The base salary for this position is between $63,450 - $105,750 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. 

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