09 Nov
|
Canada Life
|
Ontario
09 Nov
Canada Life
Ontario
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: Solid 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.
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📌 Continuum Financial Centre Advisor (Ontario)
🏢 Canada Life
📍 Ontario