02 Nov
|
Canada Life
|
Canada
02 Nov
Canada Life
Canada
Permanent Full Time We are looking for a Financial Advisor. 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’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and 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: Flexible health and dental advantages, plus a $5,000 mental health benefit to support your well-being. Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day. Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options. Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. All information provided will be handled in accordance with applicable laws and Canada Life policies.
📌 Financial Planner, Investment Retirement Planning (Canada)
🏢 Canada Life
📍 Canada