Advisor Experience Consultant - 12 Month Contract
About the role
Temporary Full Time
We are looking for an Advisor Experience Consultant who will be reporting to the Manager of Learning & Development, Wealth Delivery. They will support the Wealth Wholesale teams by building relationships with business partners who deliver enhancements improving an advisor firm’s experience with Canada Life.
The Experience Consultant role requires a process-driven individual who uses their experience and industry knowledge to drive content and strategy to enhance sales team understanding of the advisor experience.
The expectations are for the Experience Consultant to be a relationship manager with all business stakeholders including Quadrus, CLIML, Marketing, IPC, and Value Partners. Leveraging their understanding of dealer systems and processes, manufacturer processes, and ensuring involvement in projects and initiatives.
What you will do
- Collaborate with cross-functional teams to identify advisor-facing impacts from enhancements or changes to advisor experience
- Responsible for investigation of advisor experience changes and updates through process or technology
- Develop and maintain learning and informational materials for Wholesale teams relating to the advisor experience
- Develop and deliver facilitated sessions to the Wholesale teams
- Help foster understanding of the advisor experience within the Wholesale teams
- Maintain appropriate team documentation, including procedural guides and job aids
- Represent the Wealth Distribution team in projects and initiatives
- Have the ability to create and interpret KPI’s with a focus on meaningful data that will influence the path forward
What you will bring
- Strong Leadership skills
- A sales-focused mindset
- Creative problem solver
- Capability to think critically in complex environments
- Creative thinking outside the box to solution ideas to express the advisor experience clearly
- Prior experience working with mutual and segregated funds, and investment products is an asset
- Highly organized and detail oriented
- Proficiency in Microsoft Office suite, graphic design, and/or instructional design a strong asset
- Relevant post-secondary Degree/Diploma or equivalent experience
- Bilingual (French/English) is considered a strong asset
- Ability to communicate effectively with leaders and advisors
- Proven ability to learn and handle multiple priorities in a challenging work environment
- Proven interpersonal / teamwork skills on high performing teams
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Toronto, London, Winnipeg.
The base salary for this position is between $63,500 - $ 105,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
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’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.
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.
#LI-Hybrid
About Canada Life
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do.
That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities.
Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.
Advisor Experience Consultant - 12 Month Contract
About the role
Temporary Full Time
We are looking for an Advisor Experience Consultant who will be reporting to the Manager of Learning & Development, Wealth Delivery. They will support the Wealth Wholesale teams by building relationships with business partners who deliver enhancements improving an advisor firm’s experience with Canada Life.
The Experience Consultant role requires a process-driven individual who uses their experience and industry knowledge to drive content and strategy to enhance sales team understanding of the advisor experience.
The expectations are for the Experience Consultant to be a relationship manager with all business stakeholders including Quadrus, CLIML, Marketing, IPC, and Value Partners. Leveraging their understanding of dealer systems and processes, manufacturer processes, and ensuring involvement in projects and initiatives.
What you will do
- Collaborate with cross-functional teams to identify advisor-facing impacts from enhancements or changes to advisor experience
- Responsible for investigation of advisor experience changes and updates through process or technology
- Develop and maintain learning and informational materials for Wholesale teams relating to the advisor experience
- Develop and deliver facilitated sessions to the Wholesale teams
- Help foster understanding of the advisor experience within the Wholesale teams
- Maintain appropriate team documentation, including procedural guides and job aids
- Represent the Wealth Distribution team in projects and initiatives
- Have the ability to create and interpret KPI’s with a focus on meaningful data that will influence the path forward
What you will bring
- Strong Leadership skills
- A sales-focused mindset
- Creative problem solver
- Capability to think critically in complex environments
- Creative thinking outside the box to solution ideas to express the advisor experience clearly
- Prior experience working with mutual and segregated funds, and investment products is an asset
- Highly organized and detail oriented
- Proficiency in Microsoft Office suite, graphic design, and/or instructional design a strong asset
- Relevant post-secondary Degree/Diploma or equivalent experience
- Bilingual (French/English) is considered a strong asset
- Ability to communicate effectively with leaders and advisors
- Proven ability to learn and handle multiple priorities in a challenging work environment
- Proven interpersonal / teamwork skills on high performing teams
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Toronto, London, Winnipeg.
The base salary for this position is between $63,500 - $ 105,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
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’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.
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.
#LI-Hybrid
About Canada Life
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do.
That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities.
Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.