Head of Retirement & Savings Advisory & Sales

Canada Life; Calgary; On-site; CAD 87,000 - 144,000; Full time

Benefits offered by this job

Career Development

Health & Wellness benefits

Time Off and volunteer day

Pension and share ownership options

Rewards and recognition

Employee ERGs and mentorship

Job summary

Canada Life, based in Calgary, is seeking a Manager of Savings & Retirement Advice and Sales to lead a team of Investment & Retirement Consultants and Wealth Associates. The role focuses on delivering timely, high-quality advice and driving sales, retention and client experience across workplace transitions and savings decisions.

The position requires experience in financial services, strong coaching abilities, and knowledge of retirement products with an LLQP designation; CFP is an asset.

Qualifications

• 5-10 years of experience in financial services, wealth management, retirement planning or Group Retirement Services.
• Demonstrated ability to coach advisors and sales professionals to achieve objectives.
• Experience managing sales pipelines, lead management processes and advisor productivity metrics.
• Knowledge of retirement savings and investment products; CFP designation is an asset.

Responsibilities

• Lead and develop a team of licensed Investment & Retirement Consultants and Wealth Associates.
• Achieve team sales, retention, engagement, productivity and client experience objectives.
• Drive performance through management of sales metrics like leads, contact rates and conversion.
• Oversee prioritization of opportunities to ensure timely outreach and advice.
• Develop contact strategies to improve speed-to-contact and appointment setting.
• Coach team to deliver high-quality advice experiences and strengthen client relationships.
• Monitor performance with analytics to improve results and compliance.
• Recruit and develop talent while fostering accountability and collaboration.

Skills

Leadership

Coaching

Data-driven decisions

Communication

Education

LLQP designation

CFP designation asset

Job description

Canada Life, based in Calgary, is seeking a Manager of Savings & Retirement Advice and Sales to lead a team of Investment & Retirement Consultants and Wealth Associates. The role focuses on delivering timely, high-quality advice and driving sales, retention and client experience across workplace transitions and savings decisions.

The position requires experience in financial services, strong coaching abilities, and knowledge of retirement products with an LLQP designation; CFP is an asset.