Join Canada Life as a National Securities Specialist and make a difference in client investment experiences. This full-time position emphasizes comprehensive securities solutions tailored to clients' financial goals.
In this role, you'll support the Securities Accommodation Program, delivering exceptional client service while managing investments across a diversified portfolio. Collaborate with financial advisors to conduct KYC reviews and execute transactions seamlessly for a superior client experience.
Key Responsibilities:
• Deliver investment guidance aligned with client financial goals
• Build strong client relationships with proactive engagement
• Support complex financial transactions and account management
• Promote digital solutions to enhance client engagement
• Collaborate with cross-functional teams for integrated solutions
Requirements:
• 3-5+ years of experience in investment advisory
• Proven client engagement success in financial services