Insurance Investment Financial Advisor (Ontario)

Insurance Investment Financial Advisor (Ontario)

02 Nov
|
Canada Life
|
Ontario

02 Nov

Canada Life

Ontario

Deliver personalized financial advice at Canada Life through investment fund expertise, insurance planning, and client-focused solutions. This is a permanent full-time prospect.
As a Financial Advisor, you will understand clients’ financial, physical, and mental well-being needs. You will support the Continuum Financial Centre by growing and protecting its client portfolio. The position emphasizes compliant advice, account and policy maintenance, and tailored protection and wealth planning solutions.
Key Responsibilities: Proactively contact clients and answer inbound inquiries
Provide advice and account or policy maintenance services
Maintain a compliant advisory practice
Improve client engagement and business development objectives




Educate customers about carrier products, solutions, and services
Requirements: Financial insurance, Canadian banking, or financial advice experience
Experience with investment fund products and services
Valid life insurance license, LLQP
Knowledge of life insurance, living benefits, and segregated funds
Post-secondary degree or equivalent work experience
Apply insurance planning, investment fund knowledge, and compliant advice to personalized client solutions at Canada Life.

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📌 Insurance Investment Financial Advisor (Ontario)
🏢 Canada Life
📍 Ontario

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