Closed listing
Manager, Retirement & Savings Advice and Sales - Rollover
- Winnipeg, MB, Canada
The base salary for this position is between $86,600 - $144,300 annually. · Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Pay
- The base salary for this position is between $86,600 - $144,300 annually.
- Job type
- Full-time
- Closing date
- Experience
- 5-10 years of experience in financial services, wealth management, retirement planning or Group Retirement Services.
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Permanent Full Time
Client Advisory Services (CAS) is Canada Life's advice and sales organization focused on building individual relationships with plan members and clients.
Reporting to the Director, Retirement & Savings Advice and Sales, the Manager, Savings & Retirement Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important savings decisions. This role is accountable for helping members understand their options, make informed financial decisions and maintain strong advice relationships with Canada Life.
The Manager is responsible for achieving team sales, retention, productivity and client experience objectives through strong leadership, operational excellence and disciplined management of sales centre performance. Success in this role requires a relentless focus on pipeline management, speed to action, advisor productivity and conversion outcomes, ensuring members receive timely advice and support during critical moments in their financial journey.
What You Will Do
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Client Advisory Services (CAS) is Canada Life's advice and sales organization focused on building individual relationships with plan members and clients.
Reporting to the Director, Retirement & Savings Advice and Sales, the Manager, Savings & Retirement Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important savings decisions. This role is accountable for helping members understand their options, make informed financial decisions and maintain strong advice relationships with Canada Life.
The Manager is responsible for achieving team sales, retention, productivity and client experience objectives through strong leadership, operational excellence and disciplined management of sales centre performance. Success in this role requires a relentless focus on pipeline management, speed to action, advisor productivity and conversion outcomes, ensuring members receive timely advice and support during critical moments in their financial journey.
What You Will Do
- Lead and develop a team of licensed Investment & Retirement Consultants and non-licensed Wealth Associates focused on supporting members through workplace transitions and important savings decisions.
- Accountable for achievement of team sales, retention, engagement, productivity, financial planning and utilization objectives.
- Drive team performance through disciplined management of operational sales metrics, including lead volumes, contact rates, appointment conversion, asset retention, revenue generation, advisor productivity and pipeline outcomes.
- Oversee the effective management and prioritization of sales opportunities, ensuring members receive timely outreach and advice during key decision-making moments.
- Lead a two-tier engagement model that combines proactive outreach from Wealth Associates with licensed advice delivery from Investment & Retirement Consultants to maximize member engagement and business results.
- Coach Consultants and Wealth Associates to deliver high-quality advice experiences that strengthen member relationships, improve retention outcomes and support long-term financial well-being.
- Develop and refine contact strategies that improve speed-to-contact, appointment-setting rates, conversion outcomes and overall sales effectiveness.
- Identify opportunities to deepen member relationships through advice, planning conversations and referrals to other Canada Life solutions, including Insurance & Benefits opportunities where appropriate.
- Monitor business performance and leverage reporting, analytics and operational insights to identify trends, remove barriers and continuously improve team results.
- Ensure consistent execution of advice practices, sales processes, compliance requirements and service standards across the team.
- Recruit, coach and develop talent while fostering a culture of accountability, collaboration, continuous improvement and client-focused advice.
- Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life.
- 5-10 years of experience in financial services, wealth management, retirement planning or Group Retirement Services.
- Strong understanding of retirement savings plans, investment products, wealth accumulation strategies and financial planning concepts.
- Proven success leading high-performing teams accountable for sales, conversion, retention and revenue generation with a focus on client best interest.
- Experience managing sales pipelines, lead management processes and advisor productivity metrics in a performance-driven environment.
- Demonstrated ability to coach advisors and sales professionals to achieve business objectives while delivering exceptional client experiences.
- Proven ability to leverage data, insights and technology to improve advisor performance and business outcomes.
- Exceptional knowledge of retirement savings, retirement income and investment products and services.
- Strong communication, coaching and stakeholder management skills.
- LLQP designation or experience leading licensed financial services professionals; CFP designation is considered an asset.
- Knowledge of Group Retirement Services, retirement savings products and workplace retirement plans is considered an asset.
- As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
More about this job
Responsibilities
Lead and develop licensed Investment and Retirement Consultants and non-licensed Wealth Associates, driving team sales, retention, productivity, financial planning, and client experience results. Manage sales pipelines and operational performance, coach staff, ensure consistent advice and compliance practices, and improve member engagement and retention through timely advice and outreach.
Requirements
Requires 5–10 years of experience in financial services, wealth management, retirement planning, or Group Retirement Services, along with strong knowledge of retirement savings, investments, and financial planning. Candidates should have proven team leadership and sales performance experience, strong coaching and analytical abilities, and an LLQP designation or experience leading licensed professionals; CFP is an asset.
Skills
- Team Leadership
- Sales Performance Management
- Pipeline Management
- Lead Management
- Retirement Planning
- Financial Planning
- Wealth Management
- Investment Products
- Advisor Coaching
- Asset Retention
- Sales Conversion
- Data Analysis
- Operational Excellence
- Compliance Management
- Stakeholder Management
Benefits
- Career Advancement Opportunities
- Education Reimbursement
- Health and Dental Benefits
- Mental Health Benefit
- Vacation and Personal Days
- Volunteer Day
- Company-Matching Pension Plan
- Share Ownership Program
- Additional Investment Options
- Employee Recognition Programs
- Employee Discounts
- Employee Resource Groups
- Mentorship Programs
- Social Clubs and Events
Visa sponsorship
Not detected in the job text
Categories
- Management & Leadership
- Sales
- Finance & Accounting
- Customer Service & Support
Keywords
- Group Retirement Services
- Retirement Savings Plans
- Retirement Income
- Investment Products
- Wealth Accumulation
- Financial Planning
- LLQP
- CFP
- Sales Pipeline
- Lead Management
- Advisor Productivity
- Asset Retention
- Revenue Generation
- Appointment Conversion
- Client Experience
- Member Engagement
- Contact Strategies
- Sales Analytics
- Operational Metrics
- Compliance
- Insurance and Benefits
- Workplace Transitions
- Licensed Financial Services Professionals