Product Consultant - Life and Wealth

Company Overview

CLIC operates within the Advisor Enablement department and is part of a leading Canadian financial services co-operative. The organization is dedicated to fostering a sustainable and resilient society, emphasizing a strong culture, professional growth, and community engagement.

Role Overview

The Product Consultant specializing in life and wealth products delivers expert advice, support, and detailed guidance to financial Advisors. This role entails clarifying product features, benefits, and applications while providing timely and accurate responses to Advisor inquiries. Collaborating closely with Senior Product Consultants, the consultant aligns product expertise with organizational goals to enhance success. Excellent communication, in-depth product knowledge, and problem-solving are critical for exceptional Advisor support.

Key Responsibilities

• Deliver specialized knowledge on life and wealth products to assist Advisors in understanding product nuances.
• Work collaboratively with Advisors to incorporate products into their business plans for goal achievement.
• Proactively aid Advisors in refining their business approaches through insightful product strategy guidance.
• Review and assess Advisor performance data to pinpoint improvement opportunities and provide targeted assistance.
• Coordinate efforts with Senior Product Consultants to ensure product expertise strategies are consistent with overall business objectives.
• Engage with Marketing and Sales departments to unify messaging and product support.
• Assist in developing training programs that improve Advisors' proficiency in life insurance and wealth management products.
• Identify and promote enhancements to processes relating to financial product management.

Qualifications and Requirements

• Between 3 and 5 years of experience within the insurance industry.
• Strong verbal and written communication skills capable of effectively conveying product knowledge.
• Experienced in creating and delivering training programs and educational materials.
• Comprehensive understanding of financial services products including life insurance, mutual funds, and segregated funds with knowledge of their features and benefits.
• Familiarity with business planning techniques and management strategies to support Advisor outcomes.
• Capability to align product expertise with overarching business objectives, contributing positively to company success.
• A client-centered approach prioritizing Advisor needs and ensuring alignment with excellent service delivery.

Success Factors

• Innovative mindset for operational efficiency and change management with a client-first orientation.
• Critical thinker capable of evaluating assumptions, constructing well-reasoned conclusions, and proposing proactive solutions.
• Strong communicator comfortable with diverse viewpoints and clear messaging.
• Relationship builder who supports and mentors colleagues effectively.

Additional Information

• Role follows a hybrid work model requiring two days in the office.
• English language proficiency required; French is an asset.
• Limited occasional travel may be necessary.
• Employment contingent on passing a background check.

Compensation and Benefits

• Competitive salary range from $72,847 to $121,411 annually, determined based on market conditions, location, and candidate qualifications.
• Opportunity for incentive programs linked to individual and organizational performance.
• Comprehensive benefits including retirement savings plans, pension, health and wellness coverage (dental, disability, life insurance), mental health resources, and employee assistance programs.
• Flexible work arrangements and paid time off supporting personal and family needs.
• Access to physical and mental well-being programs within a supportive workplace culture.
• Paid volunteer days to contribute to community service.