Full-Time Sales Consultant, Wealth Management
Job Description
Already you’re recognized as the one to watch. Now you’re ready to step up the game in the wealth arena — and to shine like the self-starter you are. Join a creative organization where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet.
We’re looking for a Sales Consultant with a solid background in investments to play a key role with the Great-West Life Product Solutions Centre team in Sudbury, Ontario and Calgary, Alberta.
In this fast-paced and results-oriented environment, you will be one of our local investment authorities, transferring knowledge and providing case consultation. Focusing in the mid-high market, you’ll work with advisors in our Freedom 55 Financial distribution channels– some of the finest in the business.
To start:
- Your background includes at least 3-5 years in the financial services industry. You’re dedicated and not afraid to step outside your comfort zone and try something new and educational. You hold or are working towards valid financial services designations such as CFP, Ch.F.C and/or CLU, RHU, CHS.
- You really care about relationships and your book of business. As a specialist for investment product knowledge, tools, sales concepts and general tax planning principles related to investment solutions, you’re excited to bring forward a sales concept to your advisors and help ensure the idea resonates with their clients. Your advisors appreciate your advice to help them meet their goals. When they succeed, you succeed and you live by that credo.
- You believe in cross-pollination and sharing ideas, not just with your proprietary team of advisors, but with your peers in other regions as well. Change and evolution keep you engaged and fulfilled.
In this position it’s about personal and professional growth and results, and that’s what drives you. Speaking of which, you’ll welcome opportunities to build your business. That’s why you’re often on the road to expand your footprint.
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 goals and dreams.
We are looking for two individuals to join our team, one based out of Sudbury, Ontario and one based out of Calgary, Alberta. If believe you’ve got what it takes, and want to make a difference, we want to hear from you.
Desired skills and experience
- 3 – 5 years experience in the financial services/investment industry
- Post secondary education or equivalent experience
- Obtaining/attained industry specifics designations such as CFP, Ch.F.C and/or CLU, RHU, CHS are an asset
- Competent in investment product knowledge, tools and sales concepts
- In-depth marketplace awareness
- Understanding of general tax planning principles related to investment solutions
- Ability to travel throughout an assigned region using your own means of transportation
Perks of working with Great-West 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 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.
Discover your opportunity….
Apply with cover letter and resume today!
Together Great-West Life, London Life and Canada Life serve the financial security needs of 12 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.
Candidates who are selected for an interview will be contacted.
How to Apply
On company website: https://gwlcareers-greatwestlife.icims.com/jobs/13019/sales-consultant%2c-wealth-management/job753 total views, 1 today
