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About the Role

As a Financial Advisor, you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental well-being. You'll play a key role in growing and protecting the Continuum Financial Centre's client portfolio, delivering exceptional service, supporting strategic initiatives, and ensuring every interaction meets the highest compliance and professional standards.

Responsibilities

Proactively contact clients and answer inbound inquiries.
Provide advice and account / policy maintenance services using appropriate planning processes.
Maintain a compliant practice.
Improve client engagement in pursuit of the centres overall business development objectives.
Promote client portals & e-delivery options for statements, confirmations & marketing communications.
Provide input to inform continuous refinement of the business model.
Keep marketing and business development plans current and up to date.
Gather and analyze customer insights, adjust program objectives and delivery as required according to new unmet customer needs.
Educate customers about products, solutions and services with various carrier partners.

Requirements

Valid LLQP (Life Insurance License)
A Criminal Record and Credit background check is mandatory as a condition of employment.
Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.
Background working with an MGA environment, dealer, or independent advisory practice with access to multiple insurance carriers is considered a significant asset.
Strong insurance planning and advisory experience with a proven ability to identify client needs and recommend appropriate protection and wealth planning solutions.
In-depth knowledge of life insurance, living benefits, and segregated funds
Experience navigating multi-carrier product shelves and leveraging carrier specific strengths to deliver tailored client solutions.
Effective in establishing business relationship with carrier partners, wholesalers, and support teams.
Excellent verbal and written communication skills, French would be considered an asset.
Well-developed presentation skills.
Excellent organizational and time management skills.
Ability to think innovatively and quickly to adapt to the needs of the client.
Post-secondary degree or equivalent work experience.
Sound working knowledge of MS Office products.

Skills

Financial advice
Client relationship management
Compliance
Business development
Customer insights analysis
Product knowledge
Presentation skills
Organizational skills
Time management
Innovative thinking
MS Office proficiency

Location

Remote

Work Type

Permanent
Full Time

Education Level

Post-secondary degree or equivalent work experience

Salary/Compensations

$59,800 - $99,700 annually

Benefits

Career Development opportunities
Access to industry-leading learning programs
Up to $2,000 annually towards education reimbursement
Flexible health and dental benefits
$5,000 mental health benefit
Volunteer day
Company-matching pension plan
Share ownership program
Additional investment options
Employee recognition programs
Service milestone celebrations
Employee discounts

About the Company

Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other.
Learn more about Canada Life.

Equal Opportunity

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.