Vice President, Investment Counselling - Montréal, Canada - Canada Life Assurance Company

Canada Life Assurance Company

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

Job Description:

We are looking for a
Vice President, Investment Counselling, Institutional Investment Solutions, Group Customer, Canada Life

Join our team in continuing to build on our success within the Investment Only (IO) and Group Capital Accumulation Plan (GCAP) marketplace in Canada.

We support over 300 Defined benefits, Foundations, Endowments and Group Reserve accounts in the IO space and over 12,000 plan sponsors in the GCAP space as we look to continue to expand our growth in these areas.

What you will do:

Support and grow our Institutional Investment Only business by leading the service and sales of existing and new client relationships.
Analyze and develop a recommended investment fund lineup (GCAP and IO) for our Investment Counselling and Business Development teams to use in their practice based on the efforts of our Investment Manager Review (IMR) process.
Maintain and strengthen relationships with consultants/advisors alongside our account executive team.
Be a contributing member in support of the sales process from request for proposals to finalist presentations
Work collaboratively and in some cases lead specific initiatives within our Institutional Investment Solutions team to ensure Canada Life's success in this market
Active participant in select regional industry conferences by supporting our efforts to showcase our offering
Promote additional products and services with consultants, clients, Account Executives and Client Relationship consultants to enhance client retention and foster growth

What you will bring

At least 10 years of sales and service experience preferred with a proven track record of success
Background in the financial services industry with specific knowledge in the Investment Only (Defined Benefit Consulting) and Group Retirement Savings segment
Exceptional collaborative relationshipbuilding skills and an established rapport with multiple consulting organizations
Excellent communication skills, both verbal and written, in French and English
Proven negotiation and public speaking skills
Superior presentation skills with a focus on investment products and services offered to intermediaries, pension committees and plan sponsors
Effective time management and strong problemsolving skills to achieve sales and retention goals
CFA Charterholder and/or FSA, FCIA designations and be willing to become insurance licensed within the province of Quebec.
University Degree in a marketingrelated field
Familiarity with Salesforce and leveraging its capabilities for prospecting purposes
Proficient in using Morningstar Direct in your practice
Proficient in MS Office products
Comfortable with the use of social media (Linkedin) to promote/support our messaging and thought leadership
Requires vehicle and flexibility for travel % travel expectations

**Be your best at 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.

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_**.

LI-Hybrid