Financial Planning & Retirement Consultant

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

Job summary

A leading Canadian financial services co-operative seeks a Financial Planning and Retirement Consultant to provide holistic financial planning solutions. You will work closely with clients to enhance their financial well-being, manage a sales portfolio, and contribute to product development, all while enjoying a competitive compensation package and growth opportunities.

Benefits

Training and development opportunities

Opportunities to give back to the community

Competitive compensation package and benefits

Qualifications

• At least four years of experience in financial services, focusing on investment and life product sales.
• Obtained Mutual Fund License and LLQP.

Responsibilities

• Connect with group plan members to support financial planning needs.
• Generate new asset or premium business by consulting with potential clients.
• Conduct annual reviews of financial plans for existing clients.

Skills

Communication

Client Relationship Management

Sales Strategy

Education

Post-secondary degree in Business or Finance

Job description

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential in delivering on this strategy. That’s why we prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and live our purpose. The best part is that you will work with people who care passionately 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 and trusted team provides essential information and support services, focusing on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence.

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

How you will create impact :

1. Connect with group plan members to retain group assets and proactively support their financial planning needs by consolidating financial assets into retirement plans.
2. Generate new asset or premium business by consulting with potential inbound clients to provide financial planning services, including assessing their wealth management and investment options.
3. Conduct annual reviews of financial plans for existing clients by providing illustrations and quotations, and identify additional asset gathering opportunities.
4. Participate in the development and enhancement of wealth management products as a subject matter expert; stay abreast of legislative changes and industry trends.
5. Deliver educational sessions to clients to enhance their product knowledge and promote available wealth management solutions.

How you will succeed :

1. You remain focused and optimistic in pursuit of goals, despite barriers, until objectives are achieved, and effectively manage your sales portfolio.
2. You build plans to expand market penetration and apply innovative thinking to improve operational efficiencies with a client-centric approach.
3. You possess strong communication skills to influence or persuade others and facilitate mutually beneficial solutions.
4. You build trusting relationships and provide guidance to support peer development.

To join our team :

1. You have at least four years of experience in the financial services industry, with experience in investment and life product sales.
2. You hold a post-secondary degree in Business or Finance.
3. You have obtained a Mutual Fund License and Life License Qualified Program (LLQP).
4. You have a Financial Planning designation.
5. You possess in-depth knowledge of individual, life, and group wealth products and pension regulations.

What you need to know :

1. You will travel occasionally.
2. This role operates in a call centre environment requiring high levels of audio and visual concentration for extended periods.
3. Strict confidentiality is required regarding clients’ medical history, financial status, and personal information.
4. You will undergo a Criminal Record and Consumer History background check if selected.

What's in it for you?

• Training and development opportunities to grow 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 for the successful candidate is determined at the discretion of Co-operators and varies based on factors such as market conditions, location, knowledge, skills, qualifications, experience, and education. Employees may also participate in incentive programs and earn additional compensation based on individual and business performance or other metrics.