Elevate your career with Canada Life as a Business Support Associate in the Freedom Experience team. Help clients with investment and retirement solutions while handling administrative tasks and scheduling appointments.
This full-time permanent role focuses on supporting the Investment & Retirement Solutions team within Canada Life's Client Advisory Services. You will manage member retention transactions, prepare retirement income quotes, and facilitate workflow, ensuring the team runs smoothly. If you possess strong communication skills and have experience in the financial industry, this role is ideal.
Key Responsibilities:
• Conduct outbound calls to schedule appointments with plan members
• Review retirement documentation for accuracy




• Prepare retirement income quotes efficiently
• Liaise with partners for timely transaction execution
• Manage workflow of incoming requests effectively
Requirements:
• 3-5 years in Canadian insurance or financial industry
• Knowledge of Microsoft Office suite
• Strong time management and communication skills
• Ability to adapt and provide creative solutions
• Bilingual in English and French is a plus
Step into a agile role within Canada Life and empower clients towards financial success.
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📌 Business Support Associate at Canada Life (Toronto)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Toronto