Retirement & Savings Advisory & Sales Manager

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

Benefits offered by this job

Career development

Health & Wellness

Time off and volunteer day

Financial security: pension and share/

Rewards and recognition

Community and ERG programs

Job summary

Canada Life is seeking a Manager of Savings & Retirement Advice and Sales in Canada Life's Client Advisory Services to lead a team of Investment & Retirement Consultants and Wealth Associates. The role drives sales, retention, productivity and client experience through disciplined management of metrics and processes.

The successful candidate will coach advisors, manage pipelines, and leverage data to improve outcomes while ensuring compliant, high-quality advice across Canada Life solutions.

Qualifications

• 5–10 years of experience in financial services, wealth management, retirement planning or Group Retirement Services.
• Proven success leading high-performing teams accountable for sales, retention and revenue.
• Knowledge of retirement savings plans and investment products.

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 and pipeline outcomes.
• Oversee prioritization of sales opportunities ensuring timely outreach and advice.
• Coach staff to deliver high-quality advice and strengthen client relationships.
• Develop contact strategies to improve speed-to-contact and conversion.
• Identify opportunities to deepen member relationships and referrals to Canada Life solutions.

Skills

Leadership

Coaching

Stakeholder management

Sales performance

Data-driven decisions

Bilingual: French/English

Education

LLQP designation

CFP designation (asset)

Job description

Canada Life is seeking a Manager of Savings & Retirement Advice and Sales in Canada Life's Client Advisory Services to lead a team of Investment & Retirement Consultants and Wealth Associates. The role drives sales, retention, productivity and client experience through disciplined management of metrics and processes.

The successful candidate will coach advisors, manage pipelines, and leverage data to improve outcomes while ensuring compliant, high-quality advice across Canada Life solutions.