Financial Planning

Company: CLIC
Department: Financial Planning & Retirement
Employment Type: Regular Full-Time 
Work Model: Hybrid
Language: English is required, French is an asset.
Job Grade: 5S
Hiring Manager: Jenna Sharp
Referral Award: Yes
Additional Information: This/these role(s) is/are currently vacant.

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Distribution & Sales Support team aspires to maximize the success of our distribution partners and clients. Our knowledgeable and trusted team deliver essential information and support services, with an emphasis on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence. 

As the Financial Planning and Retirement Consultant you offer wholistic financial planning solutions and identify retirement income options to meet the need of our clients. You provide subject matter expertise on wealth products and support the growth of investment and life product sales.

• 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.

• Participating in the development and enhancement of wealth management products as a subject matter expert and staying abreast of legislative changes and industry trends.

• Delivering educational sessions to clients to enhance their product knowledge and promote available wealth management solutions

• 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 successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.    

• 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. 

• You have four years of experience in the financial services industry, with experience in investment and life product sales.

• You have a post-secondary degree in Business or Finance.

• You have obtained a Mutual Fund License and Life License Qualified Program (LLQP).

• You have a Financial Planning designation.

• You have in-depth knowledge of Individual, Life and Group wealth products and pension regulations.

• You will travel occasionally. 

• This role operates in a call centre environment where a high level of audio and visual concentration is required for extended periods of time. 

• Strict confidentiality with respect to client's medical history, financial status and other personal information.  

• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

• Training and development opportunities to grow your career.   

• Opportunities to give back to your community.   

• A competitive compensation package and benefits program.

Expected Salary Range: $63,963.00 to $106,605.00 CAD

*The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics