Found Description
Unlock your potential at Canada Life as an Investment and Retirement Consultant, specializing in retirement income solutions for plan members. Drive member retention and customer satisfaction with your expertise.
As a member of the Investment & Retirement Solutions team, you’ll report to the Associate Manager and engage with customers who are retired or close to retirement. This role demands strong communication and analytical skills, focusing on delivering tailored investment and retirement options while fostering proactive relationships. You’ll analyze members’ financial situations, conduct consultations, and maintain a collaborative approach to support their needs.
Key Responsibilities: • Deliver superb customer experience in every engagement • Proactively reach out to retiring and terminated members • Assist members with retirement income transitions • Conduct individual consultations virtually or in person • Collaborate with team members to enhance service qualit...
As a member of the Investment & Retirement Solutions team, you’ll report to the Associate Manager and engage with customers who are retired or close to retirement. This role demands strong communication and analytical skills, focusing on delivering tailored investment and retirement options while fostering proactive relationships. You’ll analyze members’ financial situations, conduct consultations, and maintain a collaborative approach to support their needs.
Key Responsibilities: • Deliver superb customer experience in every engagement • Proactively reach out to retiring and terminated members • Assist members with retirement income transitions • Conduct individual consultations virtually or in person • Collaborate with team members to enhance service qualit...
Ready to Apply?
Submit your application for Investment and Retirement Consultant Position at Canada Life
Apply Now