Join Canada Life's Freedom Experience team as a Retirement Advisor focused on establishing strong client relationships. This customer-centric position offers diverse locations and a chance to impact clients' financial decisions positively.

You will assist customers in understanding their retirement plans and investments. Your role is crucial in maintaining high levels of client satisfaction and managing retention effectively. If you possess solid interpersonal skills and a background in finance, we want to hear from you.

Key Responsibilities: • Assist clients in setting up their retirement plans • Provide personalized investment recommendations • Manage a portfolio of warm leads efficiently • Share valuable financial planning insights • Engage with clients considering asset withdrawal

Requirements: • Life insurance license or intent to acquire within three months • Bachelor’s degree in finance or related field • Five years of experience in financial sales • Proven negotiation and communication skills • Bilingual (French and English) preferred for Quebec roles

Leverage your skills in financial advising to help clients thrive at Canada Life. #J-18808-Ljbffr

📌 Retirement Advisor at Canada Life (Winnipeg)
🏢 Canada Life
📍 Winnipeg