About this role
Investment & Retirement Specialist, Bilingual Cantonese/Mandarin at The Canada Life Assurance Company. Location: Calgary or Toronto or Vancouver or Montreal or Winnipeg or Ottawa or London. Role: supporting customers, providing advice, retaining assets Requirements: Valid life insurance license (LLQP) or willingness to obtain, bachelor’s degree or equivalent experience, 5+ years in financial services with sales/retention focus, strong pension/investment knowledge, MS Office and Salesforce familiarity. Category: Sales Seniority: Senior Level Tools: Microsoft Office, Salesforce Certifications: llqp, cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English, Chinese