Great-West Life

Securities Sales Associate- Vancouver & Toronto (BB-4353F)

Found in: Neuvoo CA


Job Description

We are Canada Life

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.

Be your best at Canada Life.

We are looking for a Securities Sales Associate

As a Securities Sales Associate, you will support the Securities 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

What you will do:

  • Managing activity for the territory you will be supporting
  • 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 & activity management and in Dataphile reporting on sales results
  • 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
  • Adhere to risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy and act in their best interest
  • Providing general administrative support
  • What you will bring:

  • Fluent in English & Mandarin
  • Related post-secondary education
  • IIROC licensed (completion of CSC/CPH) with a minimum of 2-3 years of industry/brokerage experience OR be licensed within 3 months of employment
  • Business process knowledge to field advisor inquiries & remove barriers for sales teams
  • Product knowledge to book meetings on behalf of sales team & field advisor inquiries
  • Customer focused selling skills (articulating value and objection handling for securing advisor meetings, etc.)
  • 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

    We are one of Canada's top 100 employers!

    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.

    Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted

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