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Company: Canada Life

Location: London, ON – Toronto, ON

Job description: Welcome to Canada Life!

Reporting to the Director Advisor Securities Compliance, you will be acting in partnership with the President and CCO, CLSL, for achieving business growth objectives, financial targets, compliance requirements and active management of our book of clients. You will be developing talent, provide leadership and supervision of the National Securities Desk including coaching, motivating and developing the team as well as ensuring they can identify opportunities, serve clients and enable growth in alignment with product changes, corporate initiatives and industry specific requirements.

What you will do

• Lead and coach the National Securities Specialists to drive performance and achieve objectives, providing oversight of those responsible for the advice and planning activities for client accounts.
• Handle escalated and complex service and trading issues from internal and external sources.
• Receive and respond to client complaints with the assistance of compliance partners.
• Share in oversight responsibilities to ensure compliance with regulatory requirements and firm policies and procedures.
• May include managing staff at a distance and travel to additional locations in the future.
• Foster high performance service and sales culture and focus on essential skills
• Understand, interpret and track advisor productivity through prescribed tools and processes
• Provide clear expectations and direction around purpose, business plans and objectives
• Create and maintain positive and collaborative working relationships with business development teams as well as with CL contract advisors.
• Contribute to the development and planning of our direct practice management, annual sales/growth planning, customer marketing strategies, and application of digital technology to drive business performance and satisfy customer needs.
• Evaluate and elevate the performance of the business, architect growth opportunities and stand-up new opportunities to help the business reach its full potential – incl. lead generation, book acquisition, cross-sell strategy, etc.

What you will bring

• Post-secondary education or equivalent level of training or experience
• Minimum of 10 years of experience and knowledge of the securities and investments industry, securities markets, investment strategy, industry background, including product knowledge, processing and compliance
• Completion of Canadian Securities Course (CSC), Conducts & Practices Handbook (CPH)
• Completion of the Investment Dealer Supervisor Course (IDSC) – Within 60 days
• Completion of the Wealth Management Essentials Course (WME) – Within 24 months
• 2+ years relevant experience, as defined by CIRO proficiency requirements for Supervisor Registration
• CFP, CIM, and/or CFA, are an asset.

The expected salary range for this position is from $74,500 – $137,900.

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.

Requisition ID: 124

Category: Corporate Functions

Location:

London, ON Toronto, ON Winnipeg, MB

Date: Jan 19, 2024

If you are not finding suitable opportunities now, please click below to join our talent community!
The company is looking for someone to take on the role of National Securities Desk Manager. The job involves overseeing a team of National Securities Specialists to drive performance, handle service and trading issues, and ensure compliance with regulations. The ideal candidate will have at least 10 years of experience in the securities and investments industry and relevant certifications. The expected salary range for this position is $74,500 – $137,900. Canada Life is committed to diversity and inclusion, and provides an inclusive, accessible environment for employees and customers. The company also offers opportunities for career advancement and personal development. If interested in this position, the candidate can apply by contacting talentacquisitioncanada@canadalife.com.
Job Description
We are looking to hire an experienced and dedicated Sales Representative to join our team. The Sales Representative will be responsible for generating leads, making sales calls, continuously updating our CRM system, and providing excellent customer service. The ideal candidate will be a self-starter with a strong work ethic and a passion for sales.

Responsibilities:
– Generate and qualify leads through cold calling, networking, and other sales tactics
– Make outbound sales calls to potential clients
– Build and maintain strong relationships with customers
– Continuously update and manage the CRM system with accurate and detailed information
– Meet and exceed sales targets
– Provide excellent customer service and support

Requirements:
– Proven work experience as a Sales Representative
– Excellent communication and negotiation skills
– Strong work ethic and self-motivated
– Ability to work independently and as part of a team
– Experience using CRM systems
– Bachelor’s degree in Business Administration or related field preferred

If you are passionate about sales and have a proven track record of success, we would love to hear from you. Please submit your resume and cover letter outlining your relevant experience.

Expected salary: $74500 – 137900 per year

Job date: Tue, 23 Jan 2024 00:31:09 GMT