Workplace Wealth Consultant

Description:

Canada Life is actively seeking a Workplace Wealth Consultant to join their dynamic and rapidly growing Freedom Experience team. This role is instrumental in enhancing member satisfaction and maintaining financial asset engagement with the organization. The Consultant will be responsible for providing personalized retirement and investment advice, fostering strong client relationships, and retaining assets within the group retirement plan structure.

The role involves guiding plan members through the onboarding process of their group retirement savings plans, advising on contribution levels, and aiding fund transfers. The Consultant must offer tailored investment solutions based on individual member needs, proactively address withdrawal inquiries, and execute client win-back campaigns to prevent asset outflows.

Key responsibilities include:

• Advising members on investment portfolios and retirement planning.

• Conducting one-on-one client sessions (in-person, phone, virtual).

• Managing daily warm leads and educating clients on financial planning.

• Developing loyalty programs and providing customized financial solutions.

• Collaborating with internal teams to resolve client issues and enhance satisfaction.

• Traveling across Canada to engage directly with plan members.

Requirements:

• Valid LLQP (Life License Qualification Program) license.

• Bachelor’s degree in finance, economics, business administration, or equivalent experience.

• Professional certifications such as CFP or CFA are considered advantageous.

• Strong knowledge of pension and investment products.

• Excellent interpersonal, communication, and negotiation skills.

• Bilingualism (French/English) is an asset and a requirement for Quebec roles.

• Must be willing to travel and have knowledge of MS Office and Salesforce.

Perks and Benefits:

• Base salary plus commissions and bonuses.

• Medical insurance and wellness programs.

• Inclusive, diverse, and supportive work environment.

• Opportunities for career development and advancement.