Workplace Wealth Consultant

Description:

Canada Life, a leading insurer and financial services provider in Canada, is actively seeking a Workplace Wealth Consultant to join its Freedom Experience team in Charlottetown, PE. This dynamic and client-facing role focuses on delivering tailored investment advice and financial guidance to group retirement plan members, directly at their workplaces. As a hybrid role, it blends remote engagement with on-site visits to build strong relationships and retain client assets within Canada Life.

This is an exciting opportunity for a results-driven, people-focused financial services professional to make a significant impact by supporting Canadians in achieving long-term financial wellness.

Key Responsibilities:

• Support plan members during enrollment by explaining group retirement plan details, contribution strategies, and fund transfers.

• Offer personalized financial and investment advice aligned with each member’s portfolio and retirement goals.

• Develop and maintain long-term member relationships through in-person, phone, email, and virtual channels.

• Proactively engage with members considering fund withdrawals to understand concerns and propose suitable financial solutions.

• Conduct educational sessions on retirement planning, investment options, and other financial topics.

• Partner with internal teams to resolve client issues and continuously improve member satisfaction.

• Lead initiatives to win back clients, prevent asset leakage, and enhance member retention.

• Identify and present customized value-added services and planning solutions to improve overall loyalty and experience.

Required Qualifications:

• Valid life insurance license (LLQP)

• Bachelor’s degree in Finance, Business Administration, Economics, or equivalent experience

• Minimum 5 years of experience in financial services, especially in investment advising or customer retention roles

• Knowledge of pension, savings, and investment products

• Reliability Status security clearance, required for accessing Protected B information (Government of Canada)

• Excellent communication and client engagement skills

• Strong problem-solving, adaptability, and relationship-building capabilities

• Ability to travel across Canada as required

• Working knowledge of MS Office and Salesforce

Preferred Qualifications:

• Professional certifications such as CFP or CFA

• Bilingual (French and English) – mandatory for roles serving Quebec clients

Compensation & Benefits:

• Base Salary: CAD 58600 – CAD 97700 annually (CAD 4883 – CAD 8141 monthly)

• Additional Compensation: Commission and annual performance bonuses

• Benefits: Medical insurance and other comprehensive programs supporting employee well-being