Workplace Wealth Consultant

Canada Life; London; On-site; CAD 58,000 - 98,000; Full time

Job summary

Join Canada Life as a Workplace Wealth Consultant, focusing on member satisfaction and investment advice. This role involves assisting clients with retirement plans, providing tailored financial solutions, and maintaining strong relationships. Ideal candidates will have a background in finance and a valid life insurance license, with opportunities for growth in a supportive environment.

Qualifications

• Valid life insurance license (LLQP) required.
• Minimum five years of experience in financial services.
• Bilingual (English/French) is an asset.

Responsibilities

• Assist members with enrolling in group retirement plans.
• Offer personalized investment and retirement advice.
• Conduct client retention initiatives and campaigns.

Skills

Communication

Interpersonal skills

Negotiation

Adaptability

Education

Bachelor’s degree in finance, business, economics, or related field

Professional certifications (e.g., CFP, CFA)

Tools

MS Office

Salesforce

Job description

Base + Comm

We are seeking a Workplace Wealth Consultant to join the Freedom Experience team at Canada Life, one of the fastest-growing areas within the organization.

This role focuses on ensuring member satisfaction and loyalty, encouraging continued investment of financial assets. Responsibilities include responding to inquiries, providing investment advice, and delivering exceptional customer service to promote ongoing engagement.

What you will do:

1. Assist members with enrolling in group retirement plans, explaining plan design, setting contribution levels, and transferring funds.
2. Offer personalized investment and retirement advice tailored to individual circumstances to boost confidence in their retirement plans.
3. Build and maintain strong relationships through in-person, phone, email, and virtual interactions, managing multiple leads daily.
4. Provide education on financial planning and relevant topics.
5. Engage proactively with members considering asset withdrawals, understanding their concerns, and offering financial solutions.
6. Collaborate with internal teams to resolve client issues and enhance satisfaction.
7. Conduct client retention initiatives and campaigns to improve engagement and prevent asset outflows.
8. Aim to grow and retain plan member assets within the retirement plans.
9. Identify opportunities to enhance client experience and loyalty through value-added services and personalized solutions.

What you will bring:

• Valid life insurance license (LLQP).
• Reliability Status security clearance.
• Bachelor’s degree in finance, business, economics, or related field, or equivalent experience.
• Professional certifications (e.g., CFP, CFA) are advantageous.
• Minimum five years of experience in financial services, focusing on sales or loyalty retention.
• Strong knowledge of pension, savings, and investment products.
• Excellent communication and interpersonal skills.
• Bilingual (English/French) is an asset.
• Proven negotiation and influence skills.
• Quick learner, adaptable, and able to identify patterns and make client-focused recommendations.
• Willingness to travel across Canada.
• Proficiency with MS Office and Salesforce is beneficial.

The salary range is $58,600 - $97,700 annually, exclusive of variable components like bonuses and commissions. Further details will be discussed if selected for the next recruitment stages.

Applications are reviewed on a rolling basis, with a minimum of 5 business days from posting.

Join Canada Life and be your best! We value diversity, inclusion, and the unique perspectives each individual brings. We strive to create a supportive environment where everyone can reach their potential and contribute to our shared purpose of improving Canadians' well-being.