Finance Business Partner joining FP&A team to drive budget management and cost transparency. Important analytics and financial visibility in a SaaS environment using emerging tech.
About the role
- Investment & Retirement Specialist at Canada Life ensuring customer satisfaction in retirement savings. Engaging with clients to provide financial advice and support their retirement plans.
Responsibilities
- 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
Requirements
- 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
- Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment.
Benefits
- 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.
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