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 benefits, 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.