Workplace Wealth Consultant

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

Job summary

A leading company in the financial services sector is seeking a Workplace Wealth Consultant to enhance member engagement and satisfaction. This role involves providing investment advice, managing client relationships, and conducting financial planning education. The ideal candidate will have a strong background in finance and exceptional communication skills, along with a passion for customer retention. Join a dynamic team dedicated to supporting clients' retirement goals and ensuring their financial well-being.

Qualifications

• At least five years of experience in financial services, focusing on sales or loyalty retention.
• Valid life insurance license (LLQP) required.

Responsibilities

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

Skills

Communication

Negotiation

Interpersonal Skills

Client-Centered Solutions

Education

Bachelor’s degree in finance, business, economics

Tools

MS Office

Salesforce

Job description

Join to apply for the Workplace Wealth Consultant role at Canada Life.

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We are looking for a Workplace Wealth Consultant to join the Freedom Experience team, one of the fastest growing areas within Canada Life.

This role aims to ensure the satisfaction and loyalty of our members by responding to inquiries, providing investment advice, and encouraging continued engagement with Canada Life through excellent customer service at members' workplaces. If you are a skilled listener and communicator with a strong knowledge of retirement savings and a passion for customer retention, this position may be ideal for you.

Responsibilities:

1. Support members enrolling in group retirement savings plans, explaining plan design, setting contribution levels, and transferring funds.
2. Offer personalized investment and retirement advice tailored to individual circumstances to build confidence in their retirement plans.
3. Build and maintain relationships with members via in-person, phone, email, and virtual meetings, managing leads and inquiries efficiently.
4. Provide financial planning education and advice.
5. Engage proactively and reactively with members considering asset withdrawals, understanding their concerns, and offering personalized solutions.
6. Collaborate with internal teams to resolve issues and enhance satisfaction.
7. Conduct client retention initiatives and campaigns to increase engagement and prevent asset outflows.
8. Support team goals to grow and retain retirement plan assets.
9. Identify opportunities to enhance client experience through value-added services and personalized solutions.

Qualifications:

1. Valid life insurance license (LLQP).
2. Reliability Status security clearance.
3. Bachelor’s degree in finance, business, economics, or related field, or equivalent experience.
4. Professional certifications (e.g., CFP, CFA) are advantageous.
5. At least five years of experience in financial services, focusing on sales or loyalty retention.
6. Strong knowledge of pension, savings, and investment products.
7. Excellent communication and interpersonal skills.
8. Bilingual in English/French is a plus.
9. Proven negotiation and influence skills.
10. Quick learner, adaptable, and able to recommend client-centered solutions.
11. Willingness to travel across Canada.
12. Proficiency with MS Office and Salesforce is beneficial.

Compensation:

The annual base salary ranges from $58,600 to $97,700, excluding variable components like bonuses and commissions. Further details will be discussed during the recruitment process.

Additional Information:

Applications are reviewed on a rolling basis for a minimum of 5 business days. Canada Life values diversity and inclusion, encouraging applicants from all backgrounds to apply. Reasonable accommodations are available upon request.