Financial Planning & Retirement Consultant

Co-operators; Alberta; On-site; CAD 63,000 - 106,000; Full time

Job summary

An established industry player in financial services seeks a Financial Planning and Retirement Consultant to provide holistic financial solutions. In this role, you'll connect with clients, assess their wealth management options, and conduct annual reviews to enhance their financial planning. You'll also participate in product development and deliver educational sessions, all while building trusting relationships. Join a team that values your growth and offers competitive compensation, training opportunities, and a chance to make a real impact in the community.

Benefits

Training and development opportunities

Community engagement initiatives

Competitive compensation package

Benefits program

Qualifications

• 4+ years of experience in financial services with investment and life product sales.
• In-depth knowledge of wealth products and pension regulations.

Responsibilities

• Connect with clients to support their financial planning and retirement options.
• Conduct annual reviews of financial plans and identify asset gathering opportunities.
• Deliver educational sessions to enhance client knowledge of wealth management.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Communication Skills

Education

Post-secondary degree in Business or Finance

Financial Planning designation

Mutual Fund License

Life License Qualified Program (LLQP)

Job description

We are a leading Canadian financial services co-operative committed to fostering a sustainable and resilient society. Our team is vital to achieving this goal, which is why we prioritize our people by providing a strong culture and development opportunities, enabling our team to thrive and live our purpose. The best part is working with caring professionals who are passionate about you, our clients, and our communities.

Our Distribution & Sales Support team aims to maximize the success of our distribution partners and clients. Our knowledgeable team provides essential information and support services, focusing on enhancing performance and guiding professional development. We think strategically to build sales and leadership skills that help our partners achieve excellence.

As a Financial Planning and Retirement Consultant, you will offer holistic financial planning solutions and identify retirement income options tailored to our clients' needs. You will serve as a subject matter expert on wealth products and support the growth of investment and life product sales.

How you will create impact :

• Connect with group plan members to retain assets and proactively support their financial planning by consolidating financial assets into retirement plans.
• Generate new asset or premium business by consulting with inbound clients, assessing their wealth management and investment options.
• Conduct annual reviews of financial plans, providing illustrations and quotations, and identifying additional asset gathering opportunities.
• Participate in developing and enhancing wealth management products, staying informed on legislative changes and industry trends.
• Deliver educational sessions to clients to improve their product knowledge and promote wealth management solutions.

How you will succeed :

• Remain focused and optimistic in pursuing goals, managing your sales portfolio effectively despite barriers.
• Build plans to expand market penetration, applying innovative approaches to improve operational efficiencies with a client-centric focus.
• Use strong communication skills to influence others and facilitate mutually beneficial solutions.
• Build trusting relationships and provide guidance to support peer development.

To join our team :

• Have at least four years of experience in the financial services industry, with a background in investment and life product sales.
• Possess a post-secondary degree in Business or Finance.
• Hold a Mutual Fund License and Life License Qualified Program (LLQP).
• Have a Financial Planning designation.
• Possess in-depth knowledge of individual, life, and group wealth products, as well as pension regulations.

What you need to know :

• You will occasionally travel.
• This role requires high levels of audio and visual concentration in a call centre environment.
• Maintain strict confidentiality regarding clients' personal information.
• Undergo a Criminal Record and Consumer History background check if selected.

What's in it for you?

• Training and development opportunities to advance your career.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.

Expected Salary Range: $63,000 to $106,000 CAD

The salary offered will depend on various factors, including market conditions, location, and the candidate's qualifications, experience, and education. Employees may also participate in incentive programs that offer additional compensation based on individual and business performance.