Senior Wealth Consultant

Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

The Senior  Wealth Consultant is responsible for providing subject matter expertise, support, and guidance to Advisors on practice management, tax and estate planning on investment products. This role focuses on building Advisor understanding of product features, benefits, and applications, while also acting as a support mechanism, providing timely and accurate responses to their queries. The Sr. Product Consultant will work closely with the Senior Manager, Product Expertise, to align product expertise strategies with overall business goals and contribute to the success of the organization. This role requires strong product knowledge, communication skills, and problem-solving abilities to deliver exceptional support to Co-operators Life Insurance Company (CLIC) and Co-operators Financial Investment Services Inc. (CFIS) advisors.

How you will create impact:

• Provide subject matter expertise on investment products, segregated funds and annuities to Advisors, helping them understand product features, benefits, and applications.

• Proactively supporting Advisors in honing their business by providing insights and guidance on wealth strategies, including human resources, wealth processes, marketing, transitions, and network partnerships.

• Collaborate with Advisors to integrate  wealth products into their sales plans to achieve their goals by providing detailed case analysis and well thought-out solutions that meet client objectives.

• Act as a primary point of contact for Advisor queries related to wealth products, ensuring timely and accurate responses.
• Collaborate with other product expertise teams to ensure a cohesive approach to product support.

• Work closely with the Senior Manager, Product Expertise to align  wealth expertise strategies with overall business goals.
• Identify opportunities to optimize processes and practices related to product.  
• Stay informed about industry trends and best practices to ensure that investment funds and insurance product support remains competitive and effective.

How you will succeed:

• Excellent verbal and written communication skills to effectively convey product information and support Advisors.

• Strong problem-solving and decision-making skills to address Advisor queries and support business planning.

• Thorough knowledge of wealth management, including features, benefits, and applications.
• Understanding of the insurance industry and the specific needs and challenges faced by Advisors.
• Ability to align product expertise strategies with overall business goals and contribute to the success of the organization.

• Customer-centric mindset that prioritizes the needs and experiences of Advisors, ensuring that product support services are aligned with delivering exceptional service.

To join our team:

• You have 6 to 9 years of experience working in the Insurance industry.
• You have a bachelor’s degree in a related discipline (Business Administration, Human Resources).

• Strong communication and collaboration abilities.
• Ability to foster a positive and collaborative environment.
• Excellent verbal and written communication skills to effectively convey product information and support Advisors.

• Strong problem-solving and decision-making skills.

• High emotional intelligence to understand and address the needs and concerns of Advisors.
• Ability to build and maintain strong relationships with Advisors, senior leadership, and cross-functional teams.

 What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate. 
• You will travel occasionally.
• You are required to have a valid driver’s license and insurance.
• This role involves direct contact with clients and/or service providers in their environment.
• Extended work hours, including evenings and weekends, will be required.

What’s in it for you?

• Training and development opportunities to grow your career.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.

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Expected salary/hourly range $81,953.00 - $131,900.00+

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The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.​

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Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.