Join Canada Life's Freedom Experience team as a Retirement Advisor focused on establishing solid 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 robust 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.

📌 Retirement Advisor At Canada Life Toronto
🏢 Canada Life
📍 Toronto