Senior Product Consultant
Company: CLIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Remote-Based
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity:
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.
As the Senior Product Consultant for Wealth, you will provide highly advanced education, practice management, tax and estate planning and complex case consultation on investment products. You will work closely with Advisors and Distribution Management teams to achieve wealth goals through implementation of solutions for all wealth needs and offering product expertise for high-end investment cases.
How you will create impact:
Provide subject matter expertise on investment products, segregated funds and annuities to Advisors, helping them understand product features, benefits, and applications.
Proactively supporting Advisors in honing their business by providing insights and guidance on wealth strategies, including human resources, wealth processes, marketing, transitions, and network partnerships.
Collaborate with Advisors to integrate wealth products into their sales plans to achieve their goals by providing detailed case analysis and well thought-out solutions that meet client objectives.
Act as a primary point of contact for Advisor queries related to wealth products, ensuring timely and accurate responses.
Collaborate with other product expertise teams to ensure a cohesive approach to product support.
Work closely with the Senior Manager, Product Expertise to align wealth expertise strategies with overall business goals.
Identify opportunities to optimize processes and practices related to product.
Stay informed about industry trends and best practices to ensure that investment funds and insurance product support remains competitive and effective.
To join our team:
You have minimum 5+ years of progressive experience and knowledge of Individual Life, Living Benefits and/or Estate and Financial planning.
You have completed post-secondary education in a related discipline.
You have the Certified Financial Planner (CFP) and/or Chartered Life Underwriter (CLU) designations.
You hold the Life and Accident & Sickness (LLQP) licenses.
You have sales experience in the financial services industry, including familiarity with advisor practice management.
How you will succeed:
Excellent verbal and written communication skills to effectively convey product information and support Advisors.
Strong problem-solving and decision-making skills to address Advisor queries and support business planning.
Thorough knowledge of wealth management, including features, benefits, and applications.
Understanding of the insurance industry and the specific needs and challenges faced by Advisors.
Ability to align product expertise strategies with overall business goals and contribute to the success of the organization.
Customer-centric mindset that prioritizes the needs and experiences of Advisors, ensuring that product support services are aligned with delivering exceptional service.
What you need to know:
You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
You will travel occasionally.
You are required to have a valid driver’s license and insurance.
This role involves direct contact with clients and/or service providers in their environment.
Extended work hours, including evenings and weekends, will be required.
What’s in it for you?
Training and development opportunities to grow your career.
Flexible work options and paid time off to support your personal and family needs.
A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
Paid volunteer days to give back to your community.
In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Expected salary/hourly range $91,058.00 - $141,000.00+
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.
Apply To This Job
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Remote-Based
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity:
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.
As the Senior Product Consultant for Wealth, you will provide highly advanced education, practice management, tax and estate planning and complex case consultation on investment products. You will work closely with Advisors and Distribution Management teams to achieve wealth goals through implementation of solutions for all wealth needs and offering product expertise for high-end investment cases.
How you will create impact:
Provide subject matter expertise on investment products, segregated funds and annuities to Advisors, helping them understand product features, benefits, and applications.
Proactively supporting Advisors in honing their business by providing insights and guidance on wealth strategies, including human resources, wealth processes, marketing, transitions, and network partnerships.
Collaborate with Advisors to integrate wealth products into their sales plans to achieve their goals by providing detailed case analysis and well thought-out solutions that meet client objectives.
Act as a primary point of contact for Advisor queries related to wealth products, ensuring timely and accurate responses.
Collaborate with other product expertise teams to ensure a cohesive approach to product support.
Work closely with the Senior Manager, Product Expertise to align wealth expertise strategies with overall business goals.
Identify opportunities to optimize processes and practices related to product.
Stay informed about industry trends and best practices to ensure that investment funds and insurance product support remains competitive and effective.
To join our team:
You have minimum 5+ years of progressive experience and knowledge of Individual Life, Living Benefits and/or Estate and Financial planning.
You have completed post-secondary education in a related discipline.
You have the Certified Financial Planner (CFP) and/or Chartered Life Underwriter (CLU) designations.
You hold the Life and Accident & Sickness (LLQP) licenses.
You have sales experience in the financial services industry, including familiarity with advisor practice management.
How you will succeed:
Excellent verbal and written communication skills to effectively convey product information and support Advisors.
Strong problem-solving and decision-making skills to address Advisor queries and support business planning.
Thorough knowledge of wealth management, including features, benefits, and applications.
Understanding of the insurance industry and the specific needs and challenges faced by Advisors.
Ability to align product expertise strategies with overall business goals and contribute to the success of the organization.
Customer-centric mindset that prioritizes the needs and experiences of Advisors, ensuring that product support services are aligned with delivering exceptional service.
What you need to know:
You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
You will travel occasionally.
You are required to have a valid driver’s license and insurance.
This role involves direct contact with clients and/or service providers in their environment.
Extended work hours, including evenings and weekends, will be required.
What’s in it for you?
Training and development opportunities to grow your career.
Flexible work options and paid time off to support your personal and family needs.
A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
Paid volunteer days to give back to your community.
In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Expected salary/hourly range $91,058.00 - $141,000.00+
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.
Apply To This Job