Regional Sales Manager Wealth Management

1 week ago

Ottawa, Ontario, Canada Canada Life Assurance Company Full time

Job Description:

We're looking for a

Regional Sales Manager to cover the Southwestern Ontario Region with wealth business savvy and charismatic gusto to play an integral role with the Canada Life Wealth Distribution team. In this fast-paced, results-driven environment, it's go time for you as you deliver product expertise, creative sales ideas and industry insight. You'll expand and multiply the acquisition of wealth management business by working with a short list of top advisors across our Advisory Network including affiliated partnership with managing general agencies and National Accounts
- some of the finest in the business. Our product shelf is robust, dependable and effective and we're looking to you to show case to advisors the power behind Canada Life solutions.

To start:

  • Your experience is solid, with 710 years in sales or wholesaling. And you're not satisfied with good — you insist on leading the way. As lead support and relationship manager, you'll join a proprietary wealth team that commands industry respect, defines success by growth and is generously rewarded with compensation and benefits.
  • You're an authority on investments, including mutual funds and segregated funds, sales strategies, the financial services industry and applicable legislation. You understand tax implications related to investments.
  • With your credibility and expertise (CFP, CFA, CIM, CH.F.C., PFP, FCSI and/or CSWP), you're ready to lead, inspire and set the agenda. You've got a team eager for a motivational leader, and you'll be supported with attested processes, product solutions, strategies and technical support.

Where you'll really shine:

  • You're creative and focused. You recognize you're on your own — there's no activity if you don't selfgenerate.
  • You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA, and you appreciate the key role you play in helping Canadians reach their goals and dreams.
  • If you believe you've got what it takes, and want to make a difference, we want to hear from you.

What you will bring

  • Minimum 5 years experience in financial services/investment industry
  • Post secondary education, preferably in finance or a related field; or equivalent work experience
  • Strong leadership, sales and relationshipbuilding skills
  • Good knowledge of investment products including mutual funds and segregated funds, sales strategies, the financial services industry and applicable legislation.
  • Basic understanding of tax implications related to investments
  • Hold valid financial services designations, such as CFP, CFA, CIM, CH.F.C., PFP, FCSI and/or CSWP; IFIC/CSC
  • Experience supporting advisors in a variety of business models including managing general agencies and National Accounts would be an asset
  • Ability to work independently and in a team environment
**Be your best at Canada Life

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 serves the 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 employee _
- has the opportunity to_
- reach their potential._
._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**.

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