Retirement & Savings Advisory Sales Manager

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

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards & Recognition

Community

Job summary

Canada Life is seeking a high-impact Manager for Savings & Retirement Advice and Sales to lead a team of Investment & Retirement Consultants and Wealth Associates. You will guide strategy, optimize client engagements, and oversee performance metrics to deliver strong outcomes for Canadians on workplace retirement journeys.

With 5–10 years in financial services and a knack for coaching, you will transform advisory experiences, how we manage pipelines, and how we convert opportunities into

Qualifications

• 5-10 years of experience in financial services, wealth management, retirement planning or Group Retirement Services.
• LLQP designation or CFP designation is considered an asset.
• Bilingualism (French & English) is an asset, required for Quebec.
• Licensed Investment & Retirement Consultants and Wealth Associates experience preferred.

Responsibilities

• Lead and develop a team of licensed Investment & Retirement Consultants and non-licensed Wealth Associates.
• Achieve team sales, retention, engagement, productivity and client experience objectives.
• Manage sales metrics: lead volumes, contact rates, appointment conversion, asset retention, revenue generation.
• Oversee prioritization of opportunities to ensure timely outreach and advice.
• Lead a two-tier engagement model to maximize member engagement and results.
• Coach to deliver high-quality advisory experiences and improve retention.
• Refine contact strategies to improve speed to contact and conversion.
• Identify opportunities to deepen member relationships with Canada Life solutions.
• Monitor performance using analytics to remove barriers and improve results.
• Ensure compliance, processes and service standards across the team.
• Recruit, coach and develop talent with a focus on accountability and collaboration.

Skills

Leadership

Team Management

Sales Management

Coaching

Communication

Stakeholder Management

Data & Analytics

Retirement Planning

Financial Services

Bilingualism

Education

LLQP designation

CFP designation (asset)

Job description

Canada Life is seeking a high-impact Manager for Savings & Retirement Advice and Sales to lead a team of Investment & Retirement Consultants and Wealth Associates. You will guide strategy, optimize client engagements, and oversee performance metrics to deliver strong outcomes for Canadians on workplace retirement journeys.

With 5–10 years in financial services and a knack for coaching, you will transform advisory experiences, how we manage pipelines, and how we convert opportunities into