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Retirement Consultant External

Req. #:  14921
Department: Retirement Centre
Location: Vancouver, BC CA
Job Status: Permanent Full-time
Grade:  07
Category: Customer Service/Back Office
Description:

The Consultant is responsible for the promotion and distribution of Standard Life Advantage Program retirement products and services to Plan Members. In addition to the planning, he organizes and delivers pre-retirement and retirement seminars to Standard Life group pension plan members across Canada. He or she must provide expertise, information and education to Plan Members with respect to retirement products, including the consolidation of their overall accumulation and the payout of assets to Standard Life.

  • Promotes payout products to retiring members and achieves targets (number of meetings and asset retentions/consolidations) related to the Standard Life Advantage Program.
  • Conducts pre-retirement and retirement seminars for selected pension customers.
  • Designs customized retirement seminars for certain pension customers.
  • Conducts one-on-one sessions for pre-retirement members.
  • Helps group members properly adjust their portfolio before retirement and build/update a retirement plan.
  • Helps retired group members choose appropriate options at retirement.
  • Actively identifies leads (for savings and payout products) with the collaboration of plan sponsors, Client Relationship Managers and Member Education Representatives.
  • Maintains relationship with Pension Clients at all levels to ensure the highest service standards.
  • Services specific plan members at pre- and post-retirement stages.
  • Provides annuity illustrations and quotes to members and/or their intermediaries.
  • Maintains a high level of expertise regarding pension legislation, financial products and information pertaining to legal, fiscal, taxation and corporate issues in order to support the line of business’s payout strategy for members.
  • Works with Retirement Services Team members with respect to training, transfer of expertise, changes in legislations, retirement procedures and processes, new products, etc.
  • Works with Retirement Services Team members and other Standard Life employees to improve the visibility and success of the Standard Life Advantage Program (retirement products and services).
  • Participates in finalist presentations as required by Business Development managers.

REQUIREMENTS

  • University degree in Finance.
  • 5 years experience in individual sales of financial products.
  • A Certified Financial Planner (CFP) title is required.
  • A Life License in one or more provinces is an asset.
  • Must be comfortable with a flexible weekday work schedule due to the required road travel.
  • Proficient in English, written and spoken.

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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Confidentiality of personal information
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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