Health & Wealth Consultant Jobs

Freedom Experience is about building trust through every interaction we have with our plan members and represents a shift in our organization’s mindset. Proactively identifying, understanding and delivering on the products and experiences to meet the needs of our plan members using new tools, new processes, and data. This is a new role to execute on the vision of a member focused solutions centre, leading project and business resources to execute on our strategy.

Our team of professional Health and Wealth Consultants help plan members understand the products and solutions available to them. We provide Life, Health and retirement solutions and other services to help customers realize their financial and life goals.

What You Will Do

Using a set of innovative tools and approaches, handling both inbound conversations and making outbound calls, the health and wealth consultant will:

• Leverage training model and sales enablement supports to identify plan member needs and help navigate them to appropriate next steps
• Provide financial wellness guidance, Life and Health and retirement solutions during all phases of a plan member’s life and uses innovative tools to offer appropriate solutions
• Provide guidance, advice, professional account management, financial wellness, and financial planning to enhance a plan member’s wellbeing
• Other duties as assigned which may involve some or all the following: staff meetings, product seminars/training, meeting all federal and provincial requirements as they pertain to insurance regulations etc., in support of strategic department and firm initiatives
• Participate in regular reviews, lessons learned and other retrospectives to ensure personalized approaches continue to meet plan member needs and expectations
• Identify opportunities and record engagement with each plan member using internal systems and tools
• Provide consistent feedback to leadership on opportunities for learning, working closely with 1st line compliance to ensure provincial requirements are adhered to
• Provide education and point in time advice on financial planning and other relevant topics
• Obtain knowledge of the plan member’s financial objectives and deliver personalized consultations detailing solutions best suited to the retirement and health planning needs of Canada Life customers
• Answer and respond appropriately to operational and procedural inquiries from current retirement plan members via inbound/outbound calls in-order to identify and/or close a sales opportunity
• Engage the customer in site & app enrollment and navigation, claims submissions and site functionality, benefits review including coverage details, top-up opportunities, savings opportunities, portable benefits and individual health products; resolve issues and identifies strategies and options to achieve goals

What You Will Bring

• Valid life insurance license (LLQP) to facilitate can facilitate sale of product and service positioning
• Superior communications skills
• Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP), Certified Employee Benefits Specialist (CEBS), Certified Health Specialist (CHS)
• Excellent organization, prioritization and planning skills required
• Availability for shifts between 8 a.m. – 8 p.m. ET Monday to Friday
• 2+ years of deep product knowledge of the Life and Health, Group Retirement Services and personalized products and services to present solutions with confidence that meet member needs
• Proven ability to sustain and flourish in an ambiguous or unchartered area; must be comfortable with uncertainty and constant change
• Bilingual or fluency in any supplemental language would be an asset
• Passion for financial advice and solutions
• Post-secondary degree or equivalent work experience
• Positive, customer-oriented attitude

Given the size and scope of our organization, we have the flexibility for this position to be located in the following locations: Montreal, Toronto, London, Winnipeg ,Vancouver, Calgary

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 [email protected] .

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted .