Financial Planning and Retirement Consultant

3 weeks ago

Guelph, Canada The Co-operators Full time

**What you’re responsible for**:

- Connecting with group plan members to retain group assets and pro-actively support their financial planning needs by consolidating financial assets into retirement plans.
- Generating new asset or premium business by consulting with potential inbound clients to provide financial planning services, including assessing their wealth management and investment options.
- Conducting annual reviews of financial plans for existing clients by providing illustrations and quotations and identifying additional asset gathering opportunities.
- Delivering educational sessions to clients to enhance their product knowledge and promote available wealth management solutions.

**What to expect**:

- Meet or exceed quarterly sales targets by working with new and existing clients presenting financial plans.
- This role operates in a remote environment working virtually with internal software provided.
- No cold calling required; we have an established book of business.
- Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
- You will travel occasionally for internal sales congress and team building sessions.

**To be successful**:

- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You build trusting relationships and provide guidance to support the development of peers.

**To join our team**:

- You have minimum four (4) years of progressive experience in the financial services industry, with experience in investments and life product sales.
- You have a post-secondary degree in Business, Finance, or related discipline.
- You have obtained a Mutual Fund License and Life License Qualified Program (LLQP).
- You have a Certified Financial Planning (CFP) designation.
- You have in-depth, extensive knowledge of Individual, Life and Group, wealth products and pension regulations.
- Bilingual French/English would be considered an asset.

**What we offer**:

- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- A comprehensive total rewards package, including competitive salary, bonus, pension, and benefits.

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