Financial Planning

Join to apply for the Financial Planning & Retirement Consultant role at Co-operators . Get AI‑powered advice on this job and more exclusive features. Overview We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy by prioritizing people, culture, and development opportunities that enable success and purpose. You will work with passionate colleagues, clients, and communities. Our Distribution & Sales Support team maximizes the success of our distribution partners and clients by providing essential information and support services, focusing on enhancing performance and guiding professional development. As the Financial Planning and Retirement Consultant you offer holistic financial planning solutions and identify retirement income options to meet client needs. You provide subject‑matter expertise on wealth products and support the growth of investment and life product sales. How You Will Create Impact Connect with group plan members to retain group assets and proactively support their financial planning needs by consolidating financial assets into retirement plans. Generate new asset or premium business by consulting with potential inbound clients to provide financial planning services, including assessing their wealth management and investment options. Conduct annual reviews of financial plans for existing clients by providing illustrations and quotations and identifying additional asset‑gathering opportunities. Participate in the development and enhancement of wealth management products as a subject‑matter expert, staying abreast of legislative changes and industry trends. Deliver educational sessions to clients to enhance product knowledge and promote available wealth‑management solutions. How You Will Succeed Remain focused and optimistic in pursuit of goals, overcoming barriers and effectively managing the sales portfolio. Build plans focused on expanding market penetration, applying an innovative mindset to improve operational efficiencies with a client‑centric lens. Demonstrate strong communication skills to influence or persuade others to adopt a specific course of action and facilitate mutually beneficial solutions. Build trusting relationships and provide guidance to support peer development. To Join Our Team Have four years of experience in the financial services industry, with experience in investment and life product sales. Hold a post‑secondary degree in Business or Finance. Hold a Mutual Fund License and Life License Qualified Program (LLQP). Hold a Financial Planning designation. Have in‑depth knowledge of Individual, Life and Group wealth products and pension regulations. What You Need To Know Will occasionally travel. Operate in a call centre environment requiring a high level of audio and visual concentration for extended periods. Maintain strict confidentiality of client medical history, financial status, and other personal information. Be subject to a Criminal Record and Consumer History background check as a condition of employment upon successful candidacy. What's in it for you? 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 is determined by Co‑operators at its discretion and will vary by 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. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Referrals increase your chances of interviewing at Co‑operators by 2x. Get notified about new Retirement Consultant jobs in New Brunswick, Canada . #J-18808-Ljbffr