Financial Securities Advisor

4 weeks ago

Halifax, Nova Scotia, Canada Canada Life Assurance Company Full time

Investment Services Consultant

Overview:
Base Salary + Commission

We are seeking a CIRO (formerly IIROC) Registered financial expert who possesses a deep understanding of Wealth Management and brings a dynamic approach to their role at Canada Life. In this vibrant and performance-oriented setting, you will collaborate with leading mutual fund and segregated fund licensed advisors within our Advisor Solutions distribution channel, providing essential portfolio advisory services to clients and prospects.

As the Investment Services Consultant, your primary responsibilities will include:

  • Promoting and communicating the Canada Life Securities Ltd. program to advisors. This involves identifying suitable advisors for the program and planning effective business activities to enhance program visibility through individual meetings, group presentations, and training sessions.
  • Working closely with advisors, their clients, and team members to develop and present comprehensive analyses of client portfolios.
  • Engaging with Advisors and their referred clients or prospects.
  • Designing tax-efficient asset consolidation and liquidation strategies.
  • Regular travel within your designated territory.
  • Ensuring compliance with all regulatory requirements.

In executing these responsibilities, the Investment Services Consultant will:

  • Stay updated with and incorporate third-party securities research into trade advisory services.
  • Integrate financial planning concepts into trade advisory services.
  • Adhere to all external laws, regulatory rules, and internal policies.

You find fulfillment in aiding others to achieve success. Your mentoring spirit is inherent, and you recognize the vital role you play in assisting Canadians in reaching their financial aspirations.

If you believe you possess the necessary qualifications and wish to make a meaningful impact, Canada Life is eager to connect with you.

Required Skills and Qualifications:

  • Valid Securities License with CIRO (Formerly IIROC) Investment Dealer Registered Representative category.
  • 5+ years of progressive experience in the securities sector, providing client portfolio analysis, account management, and trade advisory.
  • A university degree or equivalent experience.
  • Industry designations such as Canadian Investment Manager (CIM), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI), or other relevant credentials are advantageous.
  • Proficient in Microsoft PC software and familiarity with the Dataphile platform is a plus.
  • Current good standing in Continuing Education (CE) credits.
  • Exceptional interpersonal skills, a strong team service ethic, and excellent presentation and communication abilities, both written and verbal.
  • Able to thrive in a collaborative environment with outstanding interpersonal and communication skills.

The base salary for this position ranges from $74,500 to $137,900 annually. This figure represents the base salary only and does not include other variable compensation components of our total rewards package (e.g., annual bonus, commission, etc.). If you progress in our recruitment process, your recruiter will discuss additional details regarding our total rewards program.

At Canada Life, we value your unique background, perspectives, and talents, which contribute to our future success.

We foster a diverse and inclusive workplace where your career and well-being are prioritized. You will have the opportunity to excel in your own way, discovering innovative methods to deliver exceptional experiences for customers and advisors alike.

As part of a strong team, you will contribute to our shared mission of enhancing the well-being of Canadians. Join a reputable company trusted by millions to act with integrity.

Canada Life is dedicated to providing an inclusive and accessible environment where all employees and customers feel valued and supported. We aim to build a workforce that reflects the diversity of the communities we serve, ensuring every employee has the opportunity to reach their full potential.

We prioritize removing barriers to provide equal access to employment opportunities. A Human Resources representative will assist applicants who request reasonable accommodations during the application process. All information shared during this process will be handled in accordance with applicable laws and Canada Life policies.

Canada Life appreciates all applicants; however, only those who qualify for an interview will be contacted.

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