Join Canada Life as a Financial Advisor and leverage your financial expertise. Focus on optimizing client portfolios while ensuring exceptional service and compliance with industry standards.

In this hybrid role at Canada Life, you will play a crucial role in enhancing client financial fitness for the Continuum Financial Centre. You will provide personalized strategies, maintain compliance, and educate clients about insurance and investment products.

Your ability to swiftly adapt to client needs will drive both customer satisfaction and business growth.

Key Responsibilities:

- Address client inquiries through proactive contact
- Deliver account maintenance and personalized advice
- Support business development and client engagement
- Promote e-delivery options and client portal usage
- Analyze customer insights for program refinement

Requirements:

- Must hold a valid LLQP (Life Insurance License)
- Experience in financial insurance or investment channels
- Background with MGA or independent advisory practices
- Solid planning and communication skills
- Sound knowledge of MS Office products

Drive success through client-focused financial planning with Canada Life.

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📌 Financial Advisor with Canada Life (Kitchener)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Kitchener