Continuum Financial Centre Advisor (London)

Continuum Financial Centre Advisor (London)

09 Nov
|
Canada Life
|
London

09 Nov

Canada Life

London

Support clients at the Continuum Financial Centre with insurance planning, investment funds, and personalized financial advice. This permanent full time position serves diverse client needs.

Canada Life is seeking a Financial Advisor to strengthen client relationships and support portfolio growth and protection. You will use planning processes for account and policy maintenance while recommending appropriate protection and wealth planning solutions. The work includes client engagement, carrier education, and strategic business development support.

Key Responsibilities:

- Provide personalized advice using appropriate planning processes
- Maintain current marketing and business development plans
- Promote client portals and electronic delivery options




- Gather customer insights and adjust program objectives
- Provide input for continuous business model refinement

Requirements:

- Strong insurance planning and advisory experience
- Ability to identify needs and recommend suitable solutions
- Experience navigating multi-carrier product shelves
- Effective relationships with carrier partners and wholesalers
- Excellent verbal, written, and presentation skills

Bring insurance advisory experience, carrier relationships, and client insight skills to the Continuum Financial Centre at Canada Life.

📌 Continuum Financial Centre Advisor (London)
🏢 Canada Life
📍 London

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