Latest job information from Canada Life for the position of Investment & Retirement Consultant. If the Investment & Retirement Consultant vacancy in Ottawa matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
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We are looking for a Investment & Retirement Consultant. 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, with 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:
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:
Minimum 7 years in the Canadian insurance and/or financial industry, with a specific emphasis on retirement products and services
Post-secondary education or equivalent work experience
Active LLQP life licensed
CFP or PFP designation is considered an asset; additional beneficial industry designations or courses include: CIM, CLU, Canadian Securities Course
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
Ability and willingness to learn quickly, adapt to change, modify behaviours and contribute to creative solutions
Reliability Status security clearance – personnel security status required before gaining access to Protected B information, assets or work sites as outlined by the Government of Canada website
The base salary for this position is between $52,800.00 - $97,700.00 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.
Be your best at Canada Life – Apply today!
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As part of the Power Financial Corporation group of companies, we are one of Canada’s leading insurers offering life insurance, health insurance, investment and retirement savings solutions. We are committed to providing an inclusive, accessible environment where all employees and customers feel valued, respected and supported. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in accordance with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact .
Canada Life would like to thank all applicants; however, only those who qualify for an interview will be contacted. #J-18808-Ljbffr
Job Info:
Company: Canada Life
Position: Investment & Retirement Consultant
Work Location: Ottawa
Country: CA
How to Submit an Application:
After reading and understanding the criteria and minimum qualification requirements explained in the job information Investment & Retirement Consultant at the office Ottawa above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
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