We are looking for an Investment & Retirement Consultant to serve our Group Customer plan members who are approaching retirement or have left their employer. The successful candidate will have a deep knowledge of retirement savings and income products and pension legislation, excellent listening and communication skills, and be driven to delight our customers.
Requirements
- Minimum 7 years in the Canadian insurance and/or financial industry, with a specific emphasis on retirement products and services
- Post-secondary education or equivalent work experience
- Active LLQP life licensed
- CFP or PFP designation is considered an asset; additional beneficial industry designations or courses include: CIM, CLU, Canadian Securities Course
- Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
- Excellent listening skills
- Excellent verbal and written communication skills
- The successful candidate will be required to communicate in English in order to support clients from various jurisdictions outside of Quebec
- Expertise in pension, savings, investment and insurance products and planning concepts
- Highly independent, disciplined worker requiring minimal oversight
- Analytical and detail-oriented
- Ability and willingness to learn quickly, adapt to change, modify behaviours and contribute to creative solutions
- Reliability Status security clearance
Benefits
