The Regional Sales Support Manager is a leader who fosters a culture of success through coaching, empowerment and thinking forward while staying accountable for delivering on the overall sales support to advisors, firms, and sales roles aligned with the region. They are a strategic business partner who elevates and adds value to the sales experience for wholesalers, advisors and customers through excellence in sales support. They are adept at helping their sales support teams execute on effective sales and marketing strategies that help advisors identify opportunities and turn them into results.
What you will do
- Provide leadership and coaching to the sales support and operations team to drive performance and achieve business objectives and operational excellence
- Hire, train and develop key talent to support each of the sales roles within the Region.
- Foster high performance sales culture with coaching at its core
- Responsible for working with regional sales and sales support and operations leadership teams to create annual and quarterly business plans, in alignment with the national operations strategy
- Understand channel partner strategies, systems and tools and integrate them into the overall business plan
- Align and execute national consistency and contribute to creative and innovative solutions
- Foster a clear understanding of role objectives, organizational processes and identify inefficiencies
- Sponsor the execution of compliance including education, coaching and monitoring
- Accountable for overall sales support and operations in the region including premise management, budget and regional or national initiatives
- Create and maintain positive and collaborative working relationships with local distribution management and head office partners
What you will bring
- Post secondary education required in a business related field
- Minimum 5 years of leadership experience desired
- Proven track record of success as a coach in a high performance sales culture
- Proven ability in leading a large and diverse team of operations professionals across large regions
- Highly developed change management skills and ability to lead a team through periods of change
- Highly developed communication skills to be able to communicate with all levels of the organization
- Ability to build and maintain trusting partnerships with senior leaders
- Knowledge of Salesforce or other CRM would be an asset
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
Shatter your perception of a traditional insurance company. We’re looking for skilled career individuals to join a creative organization where you’ll connect with some of the most entrepreneurial, upbeat, high-energy people you’ll ever meet in your life.
It would be advantageous if you had experience in the insurance, financial or wealth management industry. But we’re looking for someone enthusiastic, focused and passionate about leading the way. If you’re a self-educator with analytical skills and you understand that 100% is the standard, and nothing less than we are off to a good start.
In return, we’ll provide you with the training and tools to succeed, including some of the most advanced technology in the business. We’ll inspire you to welcome change, think for yourself and bring forward creative ideas that will transform the way Canadians handle their insurance and financial lives. Better yet, we’ll support your personal and professional development and generously reward your success.
Can you lead the way?
What you will do
Underwriting/Financial Analysts are responsible for analyzing data, identifying plan design and making basic pricing decisions to assist in driving new sales and renewing existing employee benefit plans. In this position you will:
- Actively promote financial recommendations regarding new business and renewal pricing
- Liaise with head office to underwrite new business
- Recommend plan design and product solutions to sales representatives through the analysis of client claiming patterns and within a financial advisors’ book of business
- Lead and design local sales tracking and reporting tools
What you will bring
- Post-secondary education or related work experience
- Strong mathematical skills and financial aptitude
- Ability to show initiative and be self-motivated
- Dedication to continuous learning and self-development
- Other skills include: time management, communication, proficiency with Microsoft Office Suite
- Fluently bilingual in English and French.
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
#IND
Canada Life is looking for a dynamic leader who cares about people and is determined to succeed. They will be intent on finding winning strategies and putting your ideas into practice. The successful candidate will be determined to excel in a team and promote change and improvement while inspiring others to do the same. They will find building business relationships stimulating while being a strong communicator who knows how to engage others and listen actively.
What you will do
- Maintain and strengthen relationships with consultants/advisors to achieve annual sales targets
- Manage the sales process from request for proposal to finalist presentation
- Develop and implement business plans to achieve annual sales targets through new and existing client relationships
- Work closely with consultants/advisors, plan sponsors, and client relationship staff to ensure client satisfaction through our new business implementation process
- Work collaboratively with the Group Customer team to ensure Canada Life’s success in this market
- Promote additional products and services with consultants/advisors, clients and client relationship managers to enhance client retention
- Be a strong ambassador of the Canada Life brand in the industry and community
What you will bring
- 3+ years of experience in the field of group insurance and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting.
- Excellent communication skills, both spoken and written with an enthusiasm for doing presentations.
- Excellent mathematical skills
- Ability to act quickly and put forward innovative solutions
- Ability to work in a fast‑evolving environment and adapt to growth and change
- Proven negotiation and public speaking skills
- Designation of C.A.A.S. [certified group benefits advisor], GBA (Group Benefits Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset
- Strong sales and interpersonal skills as well as motivation to achieve business objectives
- Undergraduate diploma or equivalent
- Knowledge of Word, Excel, and PowerPoint
- Valid driver’s license and vehicle, & flexibility to travel
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
The Client Relationship Consultant role focuses on developing strong relationships through proactive, in person servicing of group retirement plan customers located within a geographical region.
This role is primarily aligned to our largest and most complex clients, participating in finalist presentations and working closely with a team to implement new sales. The ability to work independently and collaboratively towards strengthening client relationships is the key to success in this role. By focusing on the needs of our customers and building their trust you will grow our group retirement business through the retention of customer assets, increasing plan membership and contributions as well as transfer new assets from other financial institutions.
This full-time opportunity is a great way to build on your group retirement and customer service expertise as part of a team dedicated to improving the physical, mental and financial well-being of Canadians.
What you will do
- Creating and executing an annual service plan to proactively service a defined block of customers
- Developing customized project plans for new case implementations
- Responding to general and technical questions regarding plan operation and legislation from plan administrators, advisors and consultants pertaining to all types of group retirement products including; RRSP, DPSP, RPP, IPP and RRIF.
- Developing and delivering presentations for use with group customers and plan members
- Working closely with the Communication & Education Manager to ensure appropriate educational sessions and communications are provided to customers
- Identifying customer needs and growth opportunities and providing appropriate products and solutions
- Introducing new product and service enhancements
What you will bring
- Bilingual (French/English) is an asset as you will be serving a mix of Anglophone and Francophone clients
- Highly adaptable, driven to be your best, and proven initiative.
- A career progression that demonstrates a strong understanding of group retirement customers, products and processes along with success in servicing a large customer base
- Post-secondary education in a related field demonstrating knowledge and understanding of business principles
- Minimum 5 years’ experience in the financial services industry
- Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
- Proficiency with MS Office programs (Word, Excel, PowerPoint, Outlook, and Teams)
- Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines
- Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
- Strong presentation skills
- Demonstrated ability to build strong relationships with Clients and Advisors
- RPA Designation (CEBS Program)
- Ability to work closely with the sales team and the finalist sales presentations
- Comfort working independently and as part of a larger team
- Valid driver’s license and vehicle are necessary due to the travel requirements
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Ottawa, Montreal, Toronto, London.
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
#IND
As a Regional Sales Representative, you’ll work closely with the Regional Sales Manager and sales support teams to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life.
In the Regional Sales Representative role, you will:
- Deliver bottom line insurance sales growth by working in collaboration with our Regional Sales Managers (Insurance) to generate sales and meet and exceed sales targets
- Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a through a limited amount of face to face interaction.
- Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
- Lead generation of prescribed conversion rates and sales targets
- Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
- Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
- Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating insurance solutions into their book of business
- Represent the insurance business as an expert consultant in matters related to; the industry, product, regulatory and advice on insurance solutions
- Provide pre and post-sales support by developing/providing sales strategies, concepts, marketing ideas and support.
- Contribute to and consider new approaches to doing business with advisors and clients
What you will bring
- Post-secondary education in a related field (i.e. business, marketing, psychology, university degree or diploma)
- 2-5 years’ experience in the Financial Services/Insurance industry preferred
- LLQP designation preferred or in process within first few months
- Strong interpersonal/relationship-building skills and a work ethic that demonstrates you are sales and results oriented, a motivated self-starter, career focused, dynamic and involved in extracurricular activities
- Excellent social skills and thrives in a team environment
- Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
- Great telephone etiquette with the ability to manage high call volumes
- Negotiation skills; perseverance when encountering discouraging setbacks
- Competency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry
- Self-starter with high energy and ability to pick up concepts quickly
- Creative marketing and problem-solving skills
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
Ready for a more challenging, bigger canvas? Join a creative organization where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life.
We’re looking for a CIRO (formerly IIROC) Registered financial professional who is Wealth Management business savvy and brings charismatic gusto to play an integral role with Canada Life Mid-West Wealth Management Team in western Canada. In this fast-paced, results-driven environment, you’ll partner with top segmented mutual fund/segregated fund licensed advisors in our Advisor Solutions distribution channel by providing portfolio advisory services for clients and prospects.
As the Securities Specialist, you will have several key accountabilities:
- Promotion and communication to advisors of the Advised Brokerage Services offering. In fulfilling this accountability, the Securities Specialist will identify the appropriate advisors for the program and plan the appropriate business activities to promote the program via one-on-one meetings, group presentation and/or training sessions.
- Collaborating with advisors, their clients and other team members in developing and presenting portfolio analysis of client portfolios.
- Meet with Advisors and their referred clients/prospects
- Create tax and cost efficient asset consolidation and liquidation strategies
- Regular travel within assigned territory
In fulfilling these accountabilities the Securities Specialist will:
- Remain current with and integrate 3rd party securities research into trade advice services
- Remain current with and integrate financial planning concepts into trade advice services
- Ensure all external laws and regulatory rules and internal guidelines and policies are adhered to
You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA, and you appreciate the key role you play in helping Canadians reach their financial goals and dreams.
If you believe you’ve got what it takes, and want to make a difference, Canada Life wants to hear from you.
Desired skills and experience
- 5+ years of experience in the securities industry in a progressive role providing client portfolio analysis, account management and trade advice
- 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 securities industry credentials an asset
- Valid Securities License with CIRO (Formerly IIROC) Investment Dealer Registered Representative category
- Strong Microsoft PC software skills and Dataphile platform knowledge is an asset
- Current cycle good standing in Continuing Education (CE) credits
- Excellent social skills and team services ethic and excellent presentation and communication skills, both written and oral
- Thrives in a team environment, excellent interpersonal skills and excellent presentation and communication skills, both written and oral
Perks of working with Canada Life:
- Ongoing professional development: We offer an array of proprietary and industry leading programs, seminars and learning workshops to inspire greatness and improve your knowledge, training and selling/marketing skills.
- Competitive compensation: We designed our compensation program to reward you for building your regions business. It includes a base salary, productivity-based bonuses and benefit options, a company-matching RPP and a share ownership plan.
- Recognition and rewards: We go all out to recognize excellent performance with a multitude of programs, campaigns, promotions and development meetings to reward your success.
- Proven processes, strategies and tools: We provide a wide array of resources, tools and processes such as Sales Force for improving workflow, working with clients as well as for leading your territory.
We offer a challenging, team-oriented work environment, competitive income and benefits, and opportunities for professional and personal development and growth.
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Edmonton, Calgary, Winnipeg, Regina
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
We are looking for a Bilingual Business Growth Associate (English and French).
Business Growth Associate report to the Regional Sales Support Manager and contribute to an advisor’s success by providingstrategic support focused on growing their businesses. They specialize in client engagement through outbound calling and provide assistance to advisors in finding sales opportunities, helping advisors grow their business and foster relationships between aligned advisors and their customers.
What you will do
- Increase advisor-customer touchpoints to create opportunities for advisors to grow their businesses
- Uncover missed or unidentified sales opportunities and efficiencies within an advisors book of business
- Assist advisors in running a compliant practice and ensuring the steps of a book of business purchase are complete and that their clients are being properly serviced per regulatory standards
- Demonstrate knowledge of products, processes, and tools - and seek to understand industry and legislative changes to effectively engage with advisors and their teams, as well as to support client interactions and social media posts
- Assist advisors’ participation in sales targeted campaigns
- Assist advisors to run a compliant social media strategy for their business
- Positively impact the relationship between the client and the advisor
What you will bring
- Post-Secondary education; business related field preferred;
- Proficient in using E-mail, Word, Excel & PowerPoint, aptitude for learning new technology;
- Effective communication skills, both written and verbal (English and French), responding promptly to requests; effective telephone techniques; tact, courtesy and patience;
- Adaptable to change, with an understanding of the need to quickly change priorities and respond in a positive manner;
- Ability to succeed and work well under pressure, strong negotiation skills, has the ability to stay forward thinking and manage rejection, goal-oriented with focus on achieving set targets.
- Demonstrated proactive approach, showing initiative toward process improvement and individual development;
- Ability to prioritize multiple tasks and work effectively with continuous interruptions;
- Strong problem solving skills and can do attitude;
- Establish and maintain positive working relationships with others both internally and externally.
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
#IND
We are looking for a Regional Sales Associate.
Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft.
As a Regional Sales Associate (Wealth), you will support the sales team by providing activity management and case support to ensure the right follow up and coordination through the sales process are met and allow the sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business plans
In the Regional Sales Associate (Wealth) role, you will:
- Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
- Managing activity for the territory
- Clearing the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales process
- Reporting on Salesforce opportunities, segmentation & utilizing various internal systems and tools
- Preparing for special events and campaigns
- Implementing operational and sales support tactics
- Facilitating weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
- Ensuring data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are required
- Providing general administrative support
- Participate and attend sales conferences and meetings
Who we are looking for:
- Must be fluent in French and English, written and spoken
- Seeking opportunity to advance your career path
- Related post-secondary education is asset
- CSC/IFIC certification is an asset
- Experience in sales is an asset
- Skilled at building strong, collaborative relationships with multiple business partners across the region and country
- Strong organizational skills, with the ability to organize, analyze and present information to support leaders in making sound business decisions
- Goal oriented and understanding of sales process to provide a clear path for the sales team to drive sales results
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
