Elevate your career as a Bilingual Investment & Retirement Specialist with Canada Life, focusing on client satisfaction and personalized investment strategies. This role is essential for helping clients navigate retirement plan options and grow their financial portfolios.
The successful candidate will join the Freedom Experience team and develop strong relationships with clients through various communication channels. Key responsibilities include providing tailored investment advice, supporting group retirement plan enrollments, and educating clients on financial planning topics to enhance their loyalty. You will collaborate with internal teams to resolve issues and conduct win-back initiatives for at-risk clients.
Key Responsibilities:
• Support clients enrolling in group retirement savings plans
• Provide personalized investment portfolio and retirement advice
• Develop customer relationships through various communication methods
• Educate clients on financial plann...