Health & Wealth Consultant

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Toronto; Hybrid; CAD 52,000 - 98,000; Full time

Job summary

A leading company in financial solutions is seeking a Health and Wealth Consultant to guide clients through personalized life and health planning. You will leverage innovative tools to deliver exceptional client experiences while meeting financial objectives. Join a dynamic team that values your unique perspective and is committed to supporting your professional journey.

Qualifications

• 2+ years of sales experience.
• Willingness to obtain life insurance license within three months.
• Deep product knowledge in Life and Health services.

Responsibilities

• Engage with customers through various mediums and provide personalized consultations.
• Identify and close sales opportunities while offering financial wellness guidance.
• Maintain provincial licenses and adhere to compliance requirements.

Skills

Customer-oriented attitude

Communication skills

Organizational skills

Education

Post-secondary degree or equivalent work experience

Relevant certificate or diploma (CFP, CEBS, CHS)

Job description

Freedom Experience is about building trust through every interaction we have with our plan members and represents a shift in our organization’s mindset. Proactively identifying, understanding and delivering on the products and experiences to meet the needs of our plan members using new tools, new processes, and data. This is a new role to execute on the vision of a member focused solutions centre, leading project and business resources to execute on our strategy.

Our team of Health and Wealth Consultants help plan members understand the products and solutions available to them. We provide Life, Health and wealth solutions, along with other services to help customers realize their financial and life goals.

What you will do

Using a set of innovative tools and approaches, the health and wealth consultant will :

• Consult + Guide :

Engage with customers in a variety of mediums including inbound conversations, booked virtual meetings (phone or video), and on-site visits to some of our most strategic clients.

• Obtain knowledge of the plan member’s financial objectives and deliver personalized consultations detailing solutions best suited to the retirement and health planning needs of Canada Life customers.
• Provide financial wellness guidance, Life and Health and retirement solutions during all phases of a plan member’s life and uses innovative tools to offer appropriate solutions.
• Provide guidance, advice, professional account management, financial wellness, and financial planning to enhance a plan member’s wellbeing.
• Leverage training model and sales enablement supports to identify plan member needs and help navigate them to appropriate next steps.
• Maintain and be accountable for keeping your provincial licenses in good standing, ensuring you meeting all training, licensing and supervision requirements on an ongoing basis.
• Provide best-in-class guidance to our customers :

Engage the customer in website & application enrollment and navigation, claims submissions and website functionality, benefits review including coverage details, savings & wealth opportunities, portable benefits and individual health products; resolve issues and identify strategies and options to achieve goals.

• Identify products and solutions that meet customers’ needs and record engagement with each plan member using internal systems and tools.
• Answer and respond appropriately to operational and procedural inquiries from plan members via inbound / outbound calls.
• Identify and close sales opportunities.
• Provide education and advice on financial planning and other relevant topics.
• Be a team player :

Participate in regular reviews, lessons learned and other retrospectives to ensure personalized approaches continue to meet plan member needs and expectations.

• Provide consistent feedback to leadership on opportunities for learning, working closely with our compliance partners to ensure provincial requirements are adhered to.
• Other duties as assigned which may involve some or all the following : team meetings, product seminars and training sessions, participation in special initiatives, compliance meetings to help align our processes with all federal and provincial requirements as they pertain to insurance regulations etc.

What you will bring :

• Bilingual or fluency in French would be a strong asset.
• 2+ years of sales experience.
• Valid life insurance license (LLQP) or willingness to work towards obtaining within three months of hire.
• Deep product knowledge of the Life and Health, Group Retirement Services and personalized products and services to present solutions with confidence that meet member needs.
• Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP), Certified Employee Benefits Specialist (CEBS), Certified Health Specialist (CHS).
• Positive, customer-oriented attitude.
• Passion for financial advice and solutions.
• Post-secondary degree or equivalent work experience.
• Superior communications skills.
• Proven ability to sustain and flourish in an ambiguous or unchartered area; must be comfortable with uncertainty and constant change.
• Excellent organization, prioritization and planning skills required.
• Availability for shifts between 8 a.m. – 8 p.m. ET Monday to Friday.

Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected Information, assets or work sites as outlined by the Government of Canada website.

The base salary for this position is between $52,800.00 minimum - $97,700.00 maximum annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [emailprotected] .

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

LI-Hybrid

Requisition ID : 3157

Category : Sales and Business Development

Date : Mar 24, 2025

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