Workplace Wealth Consultant (Toronto)

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

Job summary

Join a leading company as a Workplace Wealth Consultant in Toronto, where you'll provide tailored investment advice and support to members. This role focuses on enhancing client satisfaction and retention through exceptional service and proactive engagement. Ideal candidates possess strong communication skills and a background in financial services, with a commitment to helping clients achieve their retirement goals.

Qualifications

• At least five years of industry experience in financial services.
• Valid life insurance license (LLQP).

Responsibilities

• Support plan members in enrolling in their group retirement savings plans.
• Provide personalized investment and retirement advice.
• Engage proactively with members considering asset withdrawals.

Skills

Communication

Negotiation

Client Engagement

Financial Planning

Education

Bachelor’s degree in finance

Bachelor’s degree in business administration

Bachelor’s degree in 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 aims to ensure the satisfaction and loyalty of our members, encouraging continued investment of their financial assets within our organization. Your responsibilities include responding to member inquiries, providing sound investment advice, and persuading members to maintain their engagement with Canada Life by delivering exceptional customer service at their place of business. If you are a highly effective listener and communicator, have strong knowledge of retirement savings, and a passion for customer retention, this role could be ideal for you.

What you will do:

1. Support plan members in enrolling in their group retirement savings plans, helping them understand plan design, set contribution levels, and transfer funds at their workplace.
2. Provide personalized investment and retirement advice tailored to members’ portfolios and circumstances to boost their confidence in their retirement plans.
3. Develop and maintain strong relationships with members through in-person, phone, email, and virtual meetings, managing a high volume of warm leads daily to address investment or retirement plan inquiries.
4. Offer education and advice on financial planning and related topics.
5. Engage proactively and reactively with members considering asset withdrawals, probing to understand their concerns and offering personalized financial solutions.
6. Collaborate with internal teams to resolve client issues and enhance satisfaction.
7. Implement client win-back initiatives and campaigns to prevent asset outflows and improve engagement and retention.
8. Contribute to the team’s goal of growing and retaining plan member assets.
9. Identify opportunities to enhance client experience and loyalty through value-added services, customized solutions, and personalized planning.

What you will bring:

1. Valid life insurance license (LLQP).
2. Reliability Status security clearance, as required for access to Protected B information and assets.
3. Bachelor’s degree in finance, business administration, economics, or equivalent work experience.
4. Professional certifications (e.g., CFP, CFA) are advantageous.
5. At least five years of industry experience in financial services with a focus on sales or loyalty retention.
6. Strong knowledge of pension, savings, and investment products/services.
7. Excellent communication and interpersonal skills with proven client engagement effectiveness.
8. Bilingual (English/French) is an asset.
9. Demonstrated negotiation and influence skills to retain assets.
10. Quick learner, adaptable, able to identify patterns, and make client-focused recommendations.
11. Willingness to travel across Canada.
12. Proficiency in MS Office and Salesforce is beneficial.

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

Applications will be reviewed on a rolling basis, with a minimum posting period of 5 business days.

Join Canada Life today and be your best! We value diversity and inclusion, and support a workplace where everyone can thrive. We are committed to accessibility and will provide accommodations during the application process upon request.

For accommodations, contact [e-mail].

Canada Life thanks all applicants; only those selected for an interview will be contacted.