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

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.

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.

Investment & Retirement Specialist

Key skills