Financial Planner - Retirement Expert - London - beBeeRetirement

    beBeeRetirement
    beBeeRetirement London

    3 weeks ago

    $100,000 - $200,000 (CAD) per year

    Job title: Investment & Retirement Consultant

    Description

    Job Summary:

    We are seeking a Retirement Specialist to join our team. As a Retirement Specialist, you will be responsible for delivering exceptional customer experiences and enhancing business development by proactively contacting terminated, retired, and retiring members.


    Key Responsibilities:

    • Deliver an exceptional customer experience in every interaction
    • Enhance business development by proactively contacting terminated, retired, and retiring members
    • Serve customers approaching retirement or who have left their employer with the objective of retaining their assets at Canada Life

    Required Skills & Qualifications:



    • A minimum of 7 years' experience in the Canadian insurance and/or financial industry with a specific emphasis on retirement products and services
    • Post-secondary education or equivalent work experience

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      PFP designation is considered an asset.

      PSPAN class=


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