Jobs in Canada

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Added 3 mins ago
NB
Private Banker
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Banker at National Bank means acting as a trusted banking and financing specialist for clients of National Bank Financial wealth advisors. You will provide…
Added 3 mins ago
NB
OTC Regulatory Project Advisor
National Bank of Canada
Montreal, QC
- Full-time
…Capital Operations (CMO) team at National Bank means acting as a specialist in regulatory reporting for over-the-counter (OTC) derivatives. In this role, you will contribute to the quality,…
Added 33 mins ago
E
Senior Water Wastewater Engineer
Englobe
Lethbridge, AB
- Full-time
A confidential employee assistance program for you and your family.
Added 33 mins ago
AH
Medical Physicist Assistant
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…electronics service specialists/equipment officers, 1 computer specialist, 3 machinists, 2 administrative assistants and graduate students. Arthur Child Cancer Centre has 10 Varian linear…
Added 34 mins ago
AH
Assistant Head Nurse
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Part-time
5-7 years of recent acute care clinical experience required
Added 1 hour ago
DC
Proposal Specialist
Dillon Consulting Limited
Toronto, ON · Winnipeg, MB · Saint John, NB · Fredericton, NB · Sydney Indian Reserve No. 28A, NS · Halifax, NS · St. John's, NL · Edmonton, AB · Calgary, AB · Sydney, NS
- Full-time
Dillon Consulting is seeking to fill the role of a Proposal Specialist. We are looking for professionals passionate about creating effective and engaging solutions for our clients.
Added 1 hour ago
C
Compliance Officer, Risk Officer and MLRO(Canada and US)
Coins.ph
Canada
- Full-time
They move money across borders for business clients, with foreign exchange where needed, and their volumes are starting now · Cross-border business payments with foreign exchange, or payments funded in stablecoins or other virtual currency, including the travel rule
Added 2 hours ago
C
Growth Marketing Specialist
Caedus
Canada
- Full-time
We’re seeking a nimble, fast-paced Growth Marketing Specialist with a “growth hacker” mindset to act as the strategist and manager of multi-channel acquisition campaigns for Caedus.
Added 2 hours ago
HC
Clinical Research Coordinator III (Nurse - Phase 1)
Health Careers Canada
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 2 hours ago
HC
Clinical Study Regulatory Specialist I
Health Careers Canada
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 2 hours ago
RB
Banking Advisor Intern
Royal Bank of Canada
Amherstburg, ON
- Full-time
…client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client…
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
The local community hospital offers strong specialist support, with most specialties and subspecialties available, along with state-of-the-art diagnostic services and treatment facilities.…
Added 3 hours ago
HM
Pediatrics
Health Match BC
Chilliwack, BC
- Full-time
Specialist Services: One of the pediatricians does outreach clinics in Hope (50km east of Chilliwack) to serve the large geographical areas served by the hospital. One of the pediatricians…
Added 3 hours ago
V
Technical Marketing Specialist
Vale
Canada
- Full-time
We are seeking a Technical Marketing Specialist to join our Market Development team in Toronto, Ontario.
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Saskatoon, SK
- Part-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 3 hours ago
RB
Financing Specialist
Royal Bank of Canada
Vancouver, BC
- Full-time
As a skilled financing specialist supporting a high performing commercial banking team with portfolio management and compliance support you will contribute to an exceptional client…
Added 3 hours ago
RB
Banking Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Pincher Creek, AB
- Part-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 3 hours ago
RB
Banking Advisor
Royal Bank of Canada
Pincher Creek, AB
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Snow Lake, MB
- Part-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 3 hours ago
AA
Spécialiste des pièces - Activités de maintenance / Material Maintenance Specialist
Airbus Aircraft
Montreal, QC
- Full-time
Added 4 hours ago
VB
Engineer - Ground Control
Vale Base Metals
Toronto, ON
- Full-time
…safety and regulatory standards. In role, you will be part of a specialist team that delivers advanced geomechanics analyses, technical reviews, study plans, and will assist in…

Canada Life

Investment & Retirement Specialist

Vancouver, BC, Canada

The base salary for this position is between $59,800 - $99,700 annually. · Full-time

Apply on LinkedIn About employer

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Job details

Pay: The base salary for this position is between $59,800 - $99,700 annually.
Job type: Full-time
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Permanent Full Time

We are looking for an Investment & Retirement Specialist to join the Client Advisory team. This is one of the fastest growing areas within Canada Life.

This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to respond to customer inquiries, provide sound investment advice, and ultimately persuade them to maintain their financial engagement with Canada Life by offering exceptional customer service. If you are a highly effective listener and communicator, have a strong knowledge of retirement savings and have a passion for retaining customer loyalty, you may be an ideal candidate for this fast-paced and dynamic role.

What you will do:

Support customers as they enroll in their group retirement savings plans, helping them understand the design of their plan, set the right contribution levels, and transfer funds into their account
Provide personalized investment portfolio and retirement advice to our customers, specific to their portfolio and circumstances, to give them confidence in their retirement plan
Develop and maintain strong relationships with customers through various means (phone, email, in-person and virtual appointments), managing a multitude of warm leads daily in a timely and effective manner to address inquiries about investments or retirement plans
Provide education and advice on financial planning and other relevant topics
Proactively and reactively engage with clients who are considering withdrawing their assets, asking probing questions to understand their concern and provide personalized financial solutions to address their needs.
Collaborate with internal teams to address client issues and improve overall satisfaction.
Conduct client win-back initiatives to prevent asset outflows and implement campaigns to improve client engagement and retention
Help the team achieve its objective to grow and retain plan member assets within their group retirement plan
Identify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning

What you will bring:

Valid life insurance license (LLQP) or willingness to work towards obtaining within three months of hire
Bachelor’s degree in finance, business administration, economics, or a related field or equivalent work experience
Professional certifications (e.g. CFP, CFA) would be advantageous
Five years industry experience in financial services or related field, with a focus on sales or loyalty retention
Strong knowledge of pension, savings and investment products or services
Excellent communication and interpersonal skills with proven effectiveness engaging with clients
Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets
Ability to learn quickly, adapt to change, identify patterns and make recommendations in the client's best interest
Sound working knowledge of MS Office products and Salesforce is beneficial
As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.

The base salary for this position is between $59,800 - $99,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

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. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. 
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

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.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

Apply on LinkedIn About employer

More about this job

Responsibilities

Support customers enrolling in group retirement savings plans by explaining plan features, contribution levels, and fund transfers, and provide personalized investment and retirement advice. Build client relationships, address inquiries and concerns, retain assets through tailored solutions and win-back initiatives, and collaborate with internal teams to improve client satisfaction and engagement.

Requirements

Candidates need a valid life insurance license (LLQP) or willingness to obtain one within three months, and a bachelor's degree in a relevant field or equivalent experience. The role requires five years of financial services or related experience focused on sales or retention, strong knowledge of pension, savings, and investment products, and effective communication and negotiation skills; CFP or CFA credentials are advantageous.

Skills

Investment Advice
Retirement Planning
Financial Planning
Customer Service
Sales
Client Retention
Negotiation
Influencing
Communication
Interpersonal Skills
Active Listening
Problem Solving
Adaptability
Pattern Recognition
Microsoft Office

Benefits

Education Reimbursement
Health Benefits
Dental Benefits
Mental Health Benefit
Vacation
Personal Days
Volunteer Day
Company-Matching Pension Plan
Share Ownership Program
Employee Discounts
Employee Recognition Programs
Employee Resource Groups
Mentorship Programs

Visa sponsorship

Not detected in the job text

Keywords

Retirement Planning
Investment Advice
Financial Planning
Pension Products
Savings Products
Investment Products
Portfolio Advice
Asset Retention
Client Engagement
Client Loyalty
Customer Service
Sales
Win-Back Initiatives
Life Insurance License
LLQP
CFP
CFA
Microsoft Office
Salesforce
Financial Services
Fund Transfers
Contribution Levels
Client Experience

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Work requirements

Jobs in Canada