Financial Planning Specialist

Permanent Full Time 

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We are looking for a Financial Planning Specialist, Investment & Retirement Solutions, for our Freedom Experience team, within the Workplace Solutions division.  Our team of Investment & Retirement Specialists and Consultants help group plan members understand features of their GRS plan, and provides sound, unbiased financial advice to help plan members achieve their financial goals and retire with confidence. As a Financial Planning Specialist, you will help the Investment & Retirement Specialists and Consultants on our team gain greater proficiency with financial planning software, provide support on advanced or complex cases, and champion our financial planning approach. 

What you will do     

• Train Investment & Retirement Specialists and Consultants on using Conquest Financial Planning software, including building of training presentations and resources as appropriate 

• Provide advanced support to Specialists and Consultants on complex cases to ensure appropriate financial planning projections and recommendations 

• Raise the financial planning skillset across the team, including developing and maintaining financial planning approaches that the team can use in conversations with plan members 

• Champion our financial planning offering with our field partners where appropriate (e.g. consultant roadshows, finalist presentations) 

What you will bring 

• 5+ years of experience in a sales environment within the financial planning or investments industry 

• Certified Financial Planner (CFP) designation 

• Demonstrated success in a sales coaching or training capacity 

• Positive, customer-oriented attitude 

• Passion for financial advice and solutions 

• Superior relationship building, communication and interpersonal skills 

• Proven ability to sustain and flourish in an ambiguous or unchartered area; must be comfortable with uncertainty and constant change.  

• Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website 

• Excellent organization, prioritization and planning skills required.  

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The base salary for this position is between  $63,500 - $117,400 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

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.

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