Vp Investment Counselling

2 months ago

Montréal QC, Canada The Canada Life Assurance Company Full time

Base + Comm

Join our team in continuing to build on our success within the Investment Only (IO) and Group Capital Accumulation Plan (GCAP) marketplace in Canada. We support over 300 Defined benefits, Foundations, Endowments and Group Reserve accounts in the IO space and over 12,000 plan sponsors in the GCAP space as we look to continue to expand our growth in these areas.

**What you will **do**:

- Support and grow our Institutional Investment Only business by leading the service and sales of existing and new client relationships.
- Analyze and develop a recommended investment fund line-up (GCAP and IO) for our Investment Counselling and Business Development teams to use in their practice based on the efforts of our Investment Manager Review (IMR) process.
- Maintain and strengthen relationships with consultants/advisors alongside our account executive team.
- Be a contributing member in support of the sales process from request for proposals to finalist presentations
- Work collaboratively and in some cases lead specific initiatives within our Institutional Investment Solutions team to ensure Canada Life’s success in this market
- Active participant in select regional industry conferences by supporting our efforts to showcase our offering
- Promote additional products and services with consultants, clients, Account Executives and Client Relationship consultants to enhance client retention and foster growth

**What you will **bring**:

- At least 10 years of sales and service experience preferred with a proven track record of success
- Background in the financial services industry with specific knowledge in the Investment Only (Defined Benefit Consulting) and Group Retirement Savings segment
- Exceptional collaborative relationship-building skills and an established rapport with multiple consulting organizations
- Excellent communication skills, both verbal and written, in French and English
- Proven negotiation and public speaking skills
- Superior presentation skills with a focus on investment products and services offered to intermediaries, pension committees and plan sponsors
- Effective time management and strong problem-solving skills to achieve sales and retention goals
- CFA Charterholder and/or FSA, FCIA designations and be willing to become insurance licensed within the province of Quebec.
- University Degree in a marketing-related field
- Familiarity with Salesforce and leveraging its capabilities for prospecting purposes
- Proficient in using Morningstar Direct in your practice
- Proficient in MS Office products
- Comfortable with the use of social media (Linked-in) to promote/support our messaging and thought leadership
- Requires vehicle and flexibility for travel - 10-15% travel expectations

The base salary for this position is between **$94,800**:

- $166,300 **annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). 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.

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.

LI-Hybrid

  • Portfolio Administrator, Private Investment Counsel

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 181456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: To work closely with the Portfolio Managers, Associate Portfolio Managers and Wealth Managers in the management of the overall book of business by providing effective and efficient client service. The role is a...

  • Investment Associate Private Banking

    2 weeks ago

    Montréal, QC, Canada Valnet Full time

    Investment Associate - M&A Team Valnet Inc. is the leading digital publishing and media investment Company that owns and operates over 25 authoritative brands across diverse verticals, including entertainment, sports, technology, automotive, gaming, lifestyle and travel. Valnet is seeking a highly analytical and driven Investment Associate to help run...

  • Bilingual Associate, Investment Counsel Support

    6 months ago

    Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Vp, Business Development

    6 months ago

    Montréal, Canada Scotiabank Full time

    **Requisition ID**: 182811 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Senior Legal Counsel

    2 months ago

    Montréal, QC, Canada Domtar Corporation Full time

    Senior Legal Counsel, Paper & Packaging Location: Montreal, QC Reports to: VP, Associate General Counsel, Legal Affairs, Paper & Packaging Overview: Provide legal services and advise the Paper & Packaging Business Unit (Unit) personnel from various departments and facilities in relation to the Unit’s activities and operations in Canada & the United...

  • Legal Counsel, Financing

    3 months ago

    Montréal, QC, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Vp Finance

    2 months ago

    Montréal, QC, Canada Connect&GO Full time

    We are Connect&GO, a global tech leader providing attractions management software that empowers venues to create unforgettable guest experiences. We simplify operations and boost revenue while relentlessly focusing on customer needs. Our culture is built on innovation, fueled by fun and laughter. Join us as we challenge industry norms, drive value for our...

  • Assistant General Counsel, Mergers

    2 months ago

    Montréal, QC, Canada SGS Full time

    **Company Description** We are SGS - the world's leading testing, inspection and certification company. We are recognized as the global benchmark for sustainability, quality and integrity. Our 99,600 employees operate a network of 2,600 offices and laboratories, working together to enable a better, safer and more interconnected world. The Assistant General...

  • VP, Sales

    4 days ago

    Montréal, Canada Iaawg Full time

    time left to apply End Date: January 31, 2025 (30+ days left to apply) job requisition id JR Job Description Working Conditions: Remote, with travel within Ottawa. Key moments may be held in the Toronto office throughout the year. Reporting to the Senior Vice President, Sales, the VP, Sales is responsible for: Generating sales results, achieving a...

  • VP, Sales

    6 days ago

    Montréal, Canada Iaawg Full time

    time left to apply End Date: January 31, 2025 (30+ days left to apply) job requisition id JR Job Description Working Conditions: Remote, with travel within Ottawa. Key moments may be held in the Toronto office throughout the year. Reporting to the Senior Vice President, Sales, the VP, Sales is responsible for: Generating sales results, achieving a...

  • Assistant General Counsel

    3 months ago

    Montréal, QC, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Vp, Business Development

    7 months ago

    Montréal, Canada Scotiabank Full time

    **Requisition ID**: 182811 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Investment Associate

    2 weeks ago

    Montréal, QC, Canada Valnet Full time

    Investment Associate - M&A Team Who we are: Valnet Inc. is the leading digital publishing and media investment Company that owns and operates over 25 authoritative brands across diverse verticals, including entertainment, sports, technology, automotive, gaming, lifestyle and travel. The opportunity: Valnet is seeking a highly analytical and driven...

  • Bilingual Associate Investment Counsellor

    2 months ago

    Montréal, QC, Canada Manulife Full time

    **Bilingual Associate Investment Counsellor (AIC), Montreal **We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high...

  • Investment Associate

    2 weeks ago

    Montréal, QC, Canada Valnet Full time

    Investment Associate - M&A Team Who we are: Valnet Inc. is the leading digital publishing and media investment Company that owns and operates over 25 authoritative brands across diverse verticals, including entertainment, sports, technology, automotive, gaming, lifestyle and travel. The opportunity: Valnet is seeking a highly analytical and driven...

  • Assistant General Counsel

    2 months ago

    Montréal, QC, Canada ZSA Legal Recruitment Full time

    15+ years | Montreal Our client, the Business Development Bank of Canada (BDC), is the bank for Canadian entrepreneurs. It is the partner of choice for small and medium-sized enterprise PME owners seeking the financing and advice needed to build their business and tackle today’s major challenges. Its subsidiary, BDC Capital, offers a full range of...

  • Corporate Counsel

    6 months ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **_ Legal Counsel, Insurance Solutions, Wealth and Advisory Network_** Reporting to the Assistant Vice President & Senior Counsel, you will be a key member of the legal team providing support to our Canadian business units by providing practical and timely legal advice on tactical and strategic business issues. You...

  • Internal Wholesaler

    6 months ago

    Montréal, Canada iA Groupe financier iA Financial Group Full time

    **_Montreal / Sales / Hybrid working mode / Start as soon as possible _** Reporting to the Regional Vice President, Inside Sales, the Internal Wholesaler is primarily responsible for proactive sales efforts to both existing clients and new prospects within the brokerage/dealer community. This role functions as part of a Wholesaling team, working closely...

  • Bilingual Associate Investment Counsellor

    6 months ago

    Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Canderel - Manager, Investments & Development

    6 months ago

    Montréal, Canada Canderel Full time

    **Who we are**: **Reports to**: Director, Investments & Development **Who we are**: **Summary**: We are committed to fostering an inclusive and diverse work environment. The Manager, Investments & Development will be responsible for leading the day-to-day management of a variety of development projects from planning and financial structuring (feasibility,...