Deliver personalized financial advice at Canada Life through investment fund expertise, insurance planning, and client-focused solutions. This is a permanent full-time opportunity.
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 advantages, 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.