As a member of the Advisory Network, you’ll have many strategic and operational responsibilities while working with a diverse team. You will focus on advisors under three years in the business and provide product, technology and process training for director(s) and aligned advisor team(s). Co-ordinate all training programs/initiatives in the financial centre /region, virtual training innovator and enabler. Provide a strong foundation to ensure a good working knowledge of Freedom 55 Financial tools, products, processes and procedures.
This role will report directly to the Managing Director in the Toronto Central Financial Centre.
Deliver training on the Freedom 55 Financial planning process/needs analysis, market development, group of products (basic and intermediate), business related technology and administration processes to financial security advisors.
Provide ongoing support and re-training on the above tools/processes
Relationship building with the Financial Centre(s) you support, Great West Life Product Solutions
Centre team and head office business partners.
Provide timely written and verbal objective formal feedback to advisors, Directors and head office
Mutual Fund registered and life licensed within three months, with the annual fees to be paid by
London Life. Maintain both licenses through continuing education (CE) credits in order to fulfill
Understand, interpret and track new advisor productivity through a financial centre tool
Required competencies and behaviours
Preferred Mutual Fund registered and life licensed. If not licensed, both must be obtained within three months – maintain Life and Mutual Fund licenses. Financial services industry experience (previous sales experience would be a definite asset) Training background – experienced in virtual training Good oral and written communication skills
Strong technical background (Microsoft Office, Internet, Salesforce, etc.) Active and well-rounded personal presence in social media an asset Ability to work effectively independently andb with a team
Effective time-management and strong problem-solving skills
Ability to develop professional relationships
Flexible to travel
Our organization, through our financial security advisors, provides financial security advice and planning to our clients. In order to do that our new recruits need the best preparation we can give them. That is bwhere you come in.
Discover your opportunity….Apply today!
Life offers competitive compensation, great benefits such as medical, dental, life
insurance, wellness account and personal days. If you’d like to join our team submit your information online and introduce yourself.
Together Great-West Life, London Life and Canada Life serve 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.
For details please contact TongRen (WeChat ID: financialAdvisor)