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Senior Investments Consultant

Req. #:  14671
Department: Retail Markets - Central Sales
Location: Toronto, ON CA
Job Status: Permanent Full-time
Grade:  09
Category: Sales
Description:

The Senior Investments Consultant 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. This person is specifically responsible for the sales of Standard Life Money and Investment products. To achieve these objectives, the Senior Investments 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 Sales Support Advisor for Servicing.
  • Support the practices of advisors in our target market through our value added services.
  • 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.
  • Identify, implement and maintain controls to mitigate financial and operational risks. Ensure compliance with regulatory requirements and internal policies.

REQUIREMENTS

  • University degree, with a minimum of eight (8) years of relevant experience.
  • Canadian Securities or Mutual Fund Course.
  • Financial Planner or Industry designation, an asset (i.e. CFP, CLU, CIM, FCSI, CFA).

Standard Life Canada is committed to creating and maintaining an inclusive and accessible workplace. If you are contacted for an interview and require accommodation during the interviewing process please let us know. 

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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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