Financial Advisor Insurance Planning (Ontario)

Financial Advisor Insurance Planning (Ontario)

09 Nov
|
Canada Life
|
Ontario

09 Nov

Canada Life

Ontario

Apply insurance planning expertise as a Financial Advisor serving client needs through personalized advice and solutions. This is a permanent full-time opportunity.
At Canada Life’s Continuum Financial Centre, you will advise clients while growing and protecting the centre’s portfolio. The work includes life insurance, living advantages, segregated funds, investment fund products, and wealth planning. You will also support compliance, service standards, and business development.
Key Responsibilities: Proactively contact clients and answer inbound inquiries
Provide account and policy maintenance services
Recommend protection and wealth planning solutions
Promote client portals and electronic delivery options
Gather customer insights and refine delivery
Requirements: Financial insurance, banking, or financial advice experience
Valid Life License Qualification Program license
Strong insurance planning and advisory experience
Knowledge of life insurance, living benefits, and segregated funds
Post-secondary degree or equivalent work experience
Bring client-focused insurance advice, compliance awareness, and planning expertise to Canada Life’s Continuum Financial Centre.

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

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