Workplace Wealth Consultant (Toronto)

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Toronto; Hybrid; CAD 58,000 - 98,000; Full time

Job summary

A leading company in the financial services sector seeks a Workplace Wealth Consultant to enhance member engagement and retention. The role involves providing personalized investment advice and managing member inquiries effectively. Ideal candidates will have strong communication skills and relevant industry experience. Join a dynamic team committed to improving the financial well-being of Canadians.

Qualifications

• Five years industry experience in financial services or related field.
• Valid life insurance license (LLQP) required.

Responsibilities

• Support plan members with retirement savings plans.
• Provide personalized investment advice to members.
• Engage with members considering asset withdrawals.

Skills

Communication

Interpersonal Skills

Negotiation

Bilingual (English/French)

Education

Bachelor’s degree in finance, business administration, economics

Tools

MS Office

Salesforce

Job description

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

This role seeks to ensure the satisfaction and loyalty of our valued members, so that they continue to invest their financial assets within our organization. Your objective will be to respond to member inquiries, provide sound investment advice, and ultimately persuade them to maintain their financial engagement with Canada Life by offering exceptional customer service at the members place of business. If you are a highly effective listener and communicator, have a strong knowledge of retirement savings and have a passion for retaining customer loyalty, you may be an ideal candidate for this fast-paced and dynamic role.

What you will do:

• Support plan members as they enroll in their group retirement savings plans, helping them understand the design of their plan, set the right contribution levels, and transfer funds into their account at their place of employment
• Provide personalized investment portfolio and retirement advice to our members, specific to their portfolio and circumstances, to give them confidence in their retirement plan
• Develop and maintain strong relationships with members through various means (in- person, phone, email and virtual appointments), managing a multitude of warm leads daily in a timely and effective manner to address inquiries about investments or retirement plans
• Provide education and advice on financial planning and other relevant topics
• Proactively and reactively engage with members who are considering withdrawing their assets, asking probing questions to understand their concern and provide personalized financial solutions to address their needs.
• Collaborate with internal teams to address client issues and improve overall satisfaction.
• Conduct client win-back initiatives to prevent asset outflows and implement campaigns to improve client engagement and retention
• Help the team achieve its objective to grow and retain plan member assets within their group retirement plan
• Identify opportunities to enhance client experience and loyalty by offering value-added services, customized solutions, and personalized planning

What you will bring:

• Valid life insurance license (LLQP)
• Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access toProtected Binformation, assets or work sites as outlined by the Government of Canada website

Bachelor’s degree in finance, business administration, economics, or a related field or equivalent work experience

• Professional certifications (e.g. CFP, CFA) would be advantageous
• Five years industry experience in financial services or related field, with a focus on sales or loyalty retention
• Strong knowledge of pension, savings and investment products or services
• Excellent communication and interpersonal skills with proven effectiveness engaging with clients
• Bilingual (English/French) is considered an asset
• Demonstrated ability to negotiate and influence clients, presenting compelling arguments and solutions to retain their assets
• Ability to learn quickly, adapt to change, identify patterns and make recommendations in the client's best interest
• Ability to travel across Canada
• Sound working knowledge of MS Office products and Salesforce is beneficial

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The base salary for this position is between$58,600- $97,700annually. 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 servesthe 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 employeehas the opportunity toreach 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 [e-mail].

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

#LI-Hybrid

Requisition ID: 3584

Category: Sales and Business Development

Location:

Toronto, ON, CA

Date: May 12, 2025

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