We are looking for a Bilingual Investment & Retirement Specialist to join the Freedom Experience team at Canada Life. This role focuses on ensuring customer satisfaction and loyalty by responding to inquiries, providing investment advice, and retaining clients.

Responsibilities

• Support customers as they enroll in group retirement savings plans.
• Provide personalized investment portfolio and retirement advice.
• Develop and maintain strong customer relationships via phone, email, in‑person and virtual appointments.
• Educate clients on financial planning and related topics.
• Engage clients considering withdrawals to offer tailored financial solutions.
• Collaborate with internal teams to resolve client issues and improve satisfaction.
• Conduct win‑back initiatives to prevent asset outflows and implement retention campaigns.
• Help the team grow and retain plan member assets.
• Identify oppor...