Investment & Retirement Specialist

The Canada Life Assurance Company • Vancouver, BC

7d • CA$59,800 - CA$99,700 • Hybrid

About The Position

We are looking for a Bilingual 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.

Requirements

• 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
• 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
• 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.

Nice To Haves

• Professional certifications (e.g. CFP, CFA) would be advantageous
• 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

Responsibilities

• 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

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