Investment & Retirement Consultant

The Canada Life Assurance Company • Montreal, QC

1d • CA$63,450 - CA$105,750 • Hybrid

About The Position

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.

Requirements

• 3+ years of retirement product experience in the insurance or financial services industry
• Active LLQP life licensed
• 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

Nice To Haves

• CFP or PFP designation is considered an asset; additional beneficial industry designations or courses include: CIM, CLU, Canadian Securities Course

Responsibilities

• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree