Senior Product Consultant

Co-operators • Mississauga, ON

8d • Remote

About The Position

CLIC is a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. The team is essential to deliver on this strategy, prioritizing people to ensure a strong culture and development opportunities. The Senior Product Consultant for Wealth will provide highly advanced education, practice management, tax and estate planning, and complex case consultation on investment products. This role involves working closely with Advisors and Distribution Management teams to achieve wealth goals through implementing solutions for all wealth needs and offering product expertise for high-end investment cases.

Requirements

• Minimum 5+ years of progressive experience and knowledge of Individual Life, Living Benefits and/or Estate and Financial planning.
• Completed post-secondary education in a related discipline.
• Certified Financial Planner (CFP) and/or Chartered Life Underwriter (CLU) designations.
• Life and Accident & Sickness (LLQP) licenses.
• Sales experience in the financial services industry, including familiarity with advisor practice management.

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• Competitive salary and incentive programs.
• Comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees