Investment & Retirement Specialist, Bilingual Cantonese/Mandarin

Permanent Full Time

Investment & Retirement Specialist – Freedom Experience team.

Location options: Calgary, London, Montreal, Ottawa, Toronto, Vancouver, Winnipeg.

Base salary: 59,800 – 99,700 annually. Additional variable compensation may apply.

What You Will Do

• 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 e...