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, 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:

• 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 ...