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Senior Consultant, Investments

Req. #:  13883
Department: Retail Markets - Sales-Western
Location: Calgary, AB CA
Job Status: Permanent Full-time
Grade:  09
Category: Sales
Description:

The Senior Consultant, Investments will support regional and national objectives by developing sales and assets under management for Standard Life in accordance with the retail strategy and business plan. Specifically, the Senior Consultant is responsible for the sales of Standard Life Money and Investment products. To achieve these objectives, the Senior Consultant, will support targeted financial advisors through Business Consultancy and value added services and enable product sales through timely and accurate information to advisors.

  • Develop partnerships with targeted financial advisors. (MFDA, IDA, GA, PPGA and Broker Producers).
  • Work in coordination with the Consultant, Investments assigned to their territory to service non-targeted clients.
  • Support the practices of advisors in our target market through Business Consultancy service.
  • Achieve sales, asset retention, and meeting targets.
  • Provide input/feedback to product managers through the Sales manager on product design features for development, relevant competitor positioning and training required.

REQUIREMENTS

  • University degree in a relevant business discipline.
  • Ten to Fifteen (10-15) years of relevant experience.
  • Canadian Securities of Mutual Fund Course.
  • Financial Planner or Industry designation an asset (i.e. CFP, CLU, CIM, FCSI, CFA).

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The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.





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