Elevate customer satisfaction with Canada Life as an Investment & Retirement Specialist. This role emphasizes personalized service and expert retirement guidance, available in multiple locations across Canada. As part of the Freedom Experience team, you will engage with clients to help them navigate their retirement savings plans effectively.

Robust communication skills and a deep understanding of investment products will be essential. If you have a passion for fostering customer loyalty and wealth management, this prospect is tailored for you. Key Responsibilities:
Guide customers through group retirement savings enrollment
Offer tailored investment and retirement advice
Build long-term relationships via calls and meetings
Educate clients on financial planning strategies
Address client concerns related to asset retention Requirements:
Valid life insurance license or commitment to obtain
Five years of experience in financial services
Robust knowledge of investment products
Effective communication and negotiation skills
Bilingualism is an asset for Quebec candidates Utilize your expertise in investment strategies to promote client loyalty with Canada Life.

📌 Permanent Investment Specialist H/f London
🏢 Canada Life
📍 London