Be a part of the Freedom Experience team at Canada Life as an Investment Solutions Support Associate. This full time role focuses on administrative support and relationship management within the Investment & Retirement Solutions team. As the Business Support Associate, you will contribute to sales and service by managing appointment scheduling and preparing retirement quotes.

Your expertise will be essential in maintaining member relationships and facilitating efficient processing of transactions. This role requires strong communication abilities and time management skills to support team operations effectively. Key Responsibilities:

- Conduct outbound calls to plan members
- Review and analyze retirement documentation
- Prepare retirement income quotes promptly
- Liaise with partners for timely executions
- Manage workflow of incoming requests Requirements:
- 3-5 years in Canadian financial or insurance industry
- Post-secondary education or equivalent experience
- Proficiency in Microsoft Office Suite
- Strong time management and communication skills
- Salesforce knowledge is an asset Bring your dedication to member success and administrative expertise to Canada Life's Investment & Retirement Solutions team.

📌 Investment Solutions Support Associate (Toronto)
🏢 Canada Life
📍 Toronto