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Investment Solutions Consultant
3 months ago
Investment Solutions Consultant
Overview:
Base Salary + Commission
We are seeking a CIRO (formerly IIROC) Registered financial expert who possesses a strong understanding of Wealth Management and demonstrates a dynamic approach to play a crucial role with Canada Life Assurance Company in Eastern Ontario and Atlantic Canada. In this dynamic and results-oriented environment, you will collaborate with top-tier mutual fund and segregated fund licensed advisors within our Advisor Solutions distribution channel by offering portfolio advisory services for clients and potential clients.
As the Investment Solutions 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 promote it through individual meetings, group presentations, and training sessions.
- Working alongside advisors, their clients, and other team members to develop and present comprehensive analyses of client portfolios.
- Engaging with Advisors and their referred clients or prospects.
- Formulating tax-efficient asset consolidation and liquidation strategies.
- Traveling regularly within your designated territory.
- Ensuring compliance with all regulatory requirements.
In executing these responsibilities, the Investment Solutions Consultant will:
- Stay updated with and incorporate third-party securities research into trade advisory services.
- Remain informed about and integrate financial planning concepts into trade advisory services.
- Adhere to all external laws, regulatory standards, and internal policies.
You find fulfillment in assisting others to achieve success. Your mentoring spirit is intrinsic to your character, and you recognize the vital role you play in helping Canadians attain their financial aspirations.
If you believe you possess the necessary qualifications and wish to make a significant impact, Canada Life Assurance Company is eager to connect with you.
Required Skills and Qualifications:
- Valid Securities License with CIRO (Formerly IIROC) Investment Dealer Registered Representative category.
- Over 5 years of experience in the securities sector in a progressive capacity, 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 securities industry credentials are advantageous.
- Proficient in Microsoft PC software and familiarity with the Dataphile platform is beneficial.
- Current standing in Continuing Education (CE) credits.
- Exceptional interpersonal skills, a strong team service ethic, and excellent verbal and written communication abilities.
- Thrives in a collaborative environment with outstanding presentation 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.
Career opportunities will be available for a minimum of 5 business days from the posting date; closing dates may vary based on search activity. All applications received will be reviewed on a rolling basis.
At Canada Life Assurance Company, 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.
Together, as part of a dedicated team, you will fulfill our shared mission to enhance the well-being of Canadians. This is our driving force. Join a reputable and successful organization that millions of Canadians trust to act with integrity.
Canada Life Assurance Company addresses the financial security needs of over 13 million individuals across Canada, with additional operations in Europe and the United States. As part of the Power Financial Corporation group of companies, we are among Canada's leading insurers, with interests in life insurance, health insurance, investment, and retirement savings. We provide a comprehensive range of financial and benefit plan solutions for individuals, families, businesses, and organizations.
We are committed to creating an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. We strive to build a workforce that reflects the diversity of the communities we serve and to foster an environment where every employee can reach their full potential.
Our priority is to eliminate barriers to ensure equal access to employment. A Human Resources representative will assist applicants who request reasonable accommodations during the application process. All information shared during the accommodation request process will be handled in accordance with applicable laws and Canada Life policies. Thank you to all applicants; however, only those who qualify for an interview will be contacted.
