Job opportunity
Investment Retirement Solutions Associate
The Canada Life Assurance Company
Support Investment & Retirement Solutions through retirement products expertise, appointment scheduling, and accurate documentation review in Toronto, Winnipeg, or London.
Canada Life seeks a Business Support Associate for its Freedom Experience team within Client Advisory Services. You will support sales, service, and leadership staff across administrative duties, retirement income quotes, member retention transactions, and team workflow. The position serves plan members and clients through relationship-focused investment guidance and education.
Key Responsibilities:
Conduct outbound calls scheduling appointments for sales team consultants
Review member retirement documentation for actionable accuracy
Liaise with partners to execute transactions promptly
Manage incoming requests and sales opportunities across teams
Process transactions and complete general administrative duties
Requirements:
Three to five years in Canadian insurance or financial industry
Specific experience with retirement products and services
Post-secondary education or equivalent work experience
Microsoft Office knowledge, including Outlook, Word, Excel, PowerPoint
Strong written and verbal communication skills
Apply retirement industry knowledge, documentation review, communication, and workflow coordination skills supporting Canada Life’s Investment & Retirement Solutions team.
#J-18808-Ljbffr
Apply on source site Canada Life seeks a Business Support Associate for its Freedom Experience team within Client Advisory Services. You will support sales, service, and leadership staff across administrative duties, retirement income quotes, member retention transactions, and team workflow. The position serves plan members and clients through relationship-focused investment guidance and education.
Key Responsibilities:
Conduct outbound calls scheduling appointments for sales team consultants
Review member retirement documentation for actionable accuracy
Liaise with partners to execute transactions promptly
Manage incoming requests and sales opportunities across teams
Process transactions and complete general administrative duties
Requirements:
Three to five years in Canadian insurance or financial industry
Specific experience with retirement products and services
Post-secondary education or equivalent work experience
Microsoft Office knowledge, including Outlook, Word, Excel, PowerPoint
Strong written and verbal communication skills
Apply retirement industry knowledge, documentation review, communication, and workflow coordination skills supporting Canada Life’s Investment & Retirement Solutions team.
#J-18808-Ljbffr