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.

Supporting the advisor and consultant communities in Quebec/Eastern Ontario and Maritimes, your primary responsibilities will be to support and grow an established block of clients. This will be achieved through developing key relationships with our current clients, supporting the prospecting of new GCAP clients and leading our IO sales initiatives within your region. The successful candidate will be based in Montreal and must be fluently bilingual (written and verbal) in French and English.

What you will do

• Support and grow our Institutional Investment Only business by leading the service and sales of existing and new client relationships.
• Service existing high valued GCAP clients alongside your regional (Business Development) Account Executives and Client Relationship Consultant by acting as the subject matter expert when it comes to investment fund solutions, fund mappings, and economic/market commentary.
• Analyze and develop a recommended investment fund line-up (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\xe2\x80\x99s 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 relationship-building 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 problem-solving 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 marketing-related 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 (Linked-in) to promote/support our messaging and thought leadership
• Requires vehicle and flexibility for travel - 10-15% travel expectations
• Montreal based candidates will be engaging Anglophone clients and will need to be fluently bilingual in both French and English.

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\xe2\x80\x99re part of a diverse and inclusive workplace where your career and well-being are championed. You\xe2\x80\x99ll 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\xe2\x80\x99ll deliver on our shared purpose to improve the well-being of Canadians. It\xe2\x80\x99s our driving force. Become part of a strong and successful company that\xe2\x80\x99s 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\xe2\x80\x99re one of Canada\xe2\x80\x99s 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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Canada Life