As a Financial Advisor you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental well-being. Provide advice and account / policy maintenance services using appropriate planning processes. Gather and analyze customer insights, adjust program objectives and delivery as required according to new unmet customer needs. Educate customers about products, solutions and services with various carrier partners Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services. Valid life insurance license (LLQP) Background working with an MGA environment, dealer, or independent advisory practice with access to multiple insurance carriers is considered a significant asset. Strong insurance planning and advisory experience with a proven ability to identify client needs and recommend appropriate protection and wealth planning solutions. In-depth knowledge of life insurance, living benefits, and segregated funds, Strong insurance planning and advisory experience with a proven ability to identify client needs and recommend appropriate protection and wealth planning solutions.



Excellent verbal and written communication skills, French would be considered an asset. Post-secondary degree or equivalent work experience. Sound working knowledge of MS Office products This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: Versatile health and dental benefits,plus a $5,000 mental health benefit to support your well-being. Time Off :In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day. Financial Security :Company-matching pension plan,share ownership program andadditionalinvestment options. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Financial Planner, Investment Retirement Planning (Canada)
🏢 The Canada Life Assurance
📍 Canada