Advisor Experience Consultant

2 weeks ago


Toronto Montreal Calgary Vancouver Edmonton Old Toronto Ottawa Mississauga Quebec Winnipeg Halifax Saskatoon Burnaby Hamilton Surrey Victoria London Halton Hills Regina Markham Brampton Vaughan Kelowna Laval Southwestern Ontario R, Canada Canada Life Full time

Advisor Experience Consultant - 12 Month Contract Join to apply for the Advisor Experience Consultant - 12 Month Contract role at Canada Life Temporary Full Time We are looking for an Advisor Experience Consultant who will report to the Manager of Learning & Development, Wealth Delivery. They will support the Wealth Wholesale teams by building relationships with business partners who deliver enhancements that improve an advisor firm’s experience with Canada Life. The Experience Consultant role requires a process‑driven individual who uses their experience and industry knowledge to drive content and strategy to enhance the sales team’s understanding of the advisor experience. The expectations are for the Experience Consultant to be a relationship manager with all business stakeholders, including Quadrus, CLIML, Marketing, IPC, and Value Partners. Leveraging their understanding of dealer systems and processes, they will ensure involvement in projects and initiatives. What You Will Do Collaborate with cross‑functional teams to identify advisor‑facing impacts from enhancements or changes to the advisor experience. Investigate advisor experience changes and updates through process or technology. Develop and maintain learning and informational materials for Wholesale teams relating to the advisor experience. Develop and deliver facilitated sessions to the Wholesale teams. Help foster understanding of the advisor experience within the Wholesale teams. Maintain appropriate team documentation, including procedural guides and job aids. Represent the Wealth Distribution team in projects and initiatives. Create and interpret KPIs with a focus on meaningful data that will influence the path forward. What You Will Bring Strong leadership skills. A sales‑focused mindset. Creative problem solver. Capability to think critically in complex environments. Creative thinking outside the box to express the advisor experience clearly. Prior experience working with mutual and segregated funds, and investment products is an asset. Highly organized and detail‑oriented. Proficiency in Microsoft Office suite, graphic design, and/or instructional design is a strong asset. Relevant post‑secondary degree/diploma or equivalent experience. Bilingual (French/English) is considered a strong asset. Ability to communicate effectively with leaders and advisors. Proven ability to learn and handle multiple priorities in a challenging work environment. Proven interpersonal/teamwork skills on high‑performing teams. Location Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Toronto, London, Winnipeg. The base salary for this position is between $63,500 and $105,800 annually. This represents base salary only and does not include other variable compensation components such as annual bonus or commission. 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. Seniority level Not Applicable Employment type Full‑time Job function Other Industries Financial Services and Insurance Accommodation Statement 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. 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 talentacquisitioncanada@canadalife.com. Canada Life would like to thank all applicants; however only those who qualify for an interview will be contacted. #J-18808-Ljbffr


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