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    Asset & Investment Analyst - London, ON, Canada - Canada Life

    Canada Life
    Canada Life London, ON, Canada

    3 weeks ago

    Default job background
    Description
    Temporary Full Time

    • We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department.
    This role seeks to ensure the satisfaction and loyalty of our valued customers, so they continue to choose to invest their financial assets within our organization. The Investment & Retirement Specialist plays a critical role in managing and nurturing relationships with customers who need assistance with their account or are considering withdrawing their assets. Your objective will be to address their concerns, provide exceptional customer service, provide sound investment advice, and ultimately persuade them to maintain their financial engagement with our organization. If you are a highly effective listener and communicator, have a very strong knowledge of retirement savings and have a passion for retaining customer loyalty, you would be an ideal candidate for this fast-paced and dynamic role.


    Provide personalized retirement and investment guidance to group plan members specific to their portfolio and circumstances, to give them confidence in their retirement plan.

    Proactively engage with clients who are considering withdrawing their assets, understanding their concerns, and providing personalized financial solutions to address their needs
    Develop a deep understanding of a client's financial goals, risk tolerance and investment preferences in order to provide tailored advice and guidance
    Identify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning
    Patience helping members with complex transactions and papererwork.
    Life License (LLQP) is a requirement
    ~ Bachelor's degree in finance, business administration, economics, or a related field or equivalent work experience
    ~ Bilingual (English/French) is preferred
    ~2+ years of industry experience in financial services or related field, with a focus on sales, service or loyalty retention
    ~ Very strong knowledge of pension, savings and investment products and services
    ~ Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets
    ~ Sound working knowledge of MS Office products and Salesforce is beneficial


    • As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings.
    We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.


    We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.


    All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies.

    Actuarial and Investments and Finance

    If you are not finding suitable opportunities now, please click below to join our talent community
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