Investment Specialist - Canada Life

Elevate client financial journeys as an Investment & Retirement Specialist at Canada Life. Support retirement savings, provide personalized portfolio advice, and enhance client relationships across key Canadian cities.
Join the Freedom Experience team in a full-time capacity in Calgary, London, Montreal, Ottawa, Toronto, Vancouver, or Winnipeg. As an Investment & Retirement Specialist, you will leverage your financial expertise to guide clients in understanding retirement savings plans, portfolio contributions, and fund transfers. Your role is essential in fostering strong client engagement while managing a variety of leads every day.
Key Responsibilities:
• Assist customers in enrolling in retirement savings plans
• Provide tailored portfolio and retirement advice
• Manage relationships through multiple communication channels
• Conduct client win-back initiatives to retain assets
• Collaborate with internal teams for improved satisfaction
Requirements:
• Val...