Canada Life Investment Consultant Role

Elevate your career with Canada Life as an Investment and Retirement Consultant, enhancing the financial security of members preparing for retirement. Deliver exceptional service while navigating complex investment options.
In this influential role, you will report to the Associate Manager, ensuring that retiring and terminated members retain their assets within Canada Life. With a focus on customer satisfaction and expertise in pension products, your responsibilities will include conducting personal consultations and engaging in proactive business development. Collaboration within the Investment & Retirement Solutions team is key to providing a stellar customer experience and maximizing opportunities for asset consolidation and complementary product offerings.
Key Responsibilities:
• Deliver outstanding service in every customer interaction
• Proactively contact retiring and terminated plan members
• Guide members through retirement income transitions
• Conduct one-o...