Are you a credit authoritative with broad client service experience? Can you intuitively size up an applicant’s credit score, understand the potential roadblocks and shepherd a mortgage through the lending process to drive sales for your exclusive team of financial security advisors?
Join a creative organization where you’ll put your credit planning and mortgage product wholesaling skills to use generating quality residential loans in a company recognized for providing mortgages to Canadians for more than 100 years. Spread your wings and partner with some of the most ambitious, spirited, energetic people you’ll ever meet in your life.
We’re looking for a self-motivated, career-minded Credit Planning Consultant with a minimum of 5 years’ experience within a mortgage sales and wholesaling role to play a key support role with London Life financial security advisors in Vancouver. While you thrive in an ambitious environment, you may feel held back and under-recognized at your current financial institution and compelled to seek another opportunity. Here your product focus is mortgage and debt solutions. Your strength is building long-term relationships. You will have a Sales Support Associate aligned to you to drive the day to day administration and underwriting of this role allowing you to do what you do best-getting out and building proactive relationships with the advisors you support to drive the sales needle forward.
You’ll represent the credit business as an expert consultant in matters related to; the credit industry, product, regulatory and advice on credit and cash flow solutions
When an advisor introduces you to a client opportunity, you’re on it; eager to help them find a solution by providing advice to meet the customers financial objectives
You’ll act as an advisors go-to specialist. You know how to cultivate strong advisor relationships and educate advisors and field management on the benefits of incorporating cash flow management and credit expertise into their book of business
You will become a trusted partner with the advisors and help to grow their book of business and revenue through credit and cross-selling opportunities
You will deliver bottom line credit sales growth by meeting and exceeding sales objectives and drive sales growth/objectives within region
This role does include some travel within an assigned region, so you’ll require a vehicle for this position. But you’re game to amp up your opportunities to succeed.
If you believe you’ve got what it takes, and want to make a difference, we want to hear from you.
You’re dialed into the local real estate market, and havea solid understanding of mortgage credit
Your background includes at least 5 years’ experience in the financial services industry. You’re enthusiastic and not afraid to step outside yourcomfort zone and try something new and educational
You’re an excellent relationship builder, well organized, and possess great sales and communications skills. You project instant credibility, and can talk the talk like a pro. If you have a financial planning background, so much the better
You believe in cross-pollination and sharing ideas, not just with your proprietary team of advisors, but with your peers in other regions as well. Change and evolution keep you engaged and fulfilled
Qualifications and Competencies:
Minimum five years’ experience of experience in the Canadian financial services industry in a mortgage or lending role
Post-secondary education or equivalent experience
Strong sales or wholesaling experience and relationship-building skills
Demonstrated experience working with advisors and/or in a referral based environment
Competent in mortgage and credit product knowledge, tools and sales concepts
Exceptional communication skills; ability to think and communicate quickly and professionally
Strong commitment to personal development
Ability to travel throughout an assigned region using your own means of transportation
Ability to communicate orally and in writing in Mandarin or Cantonese would be an asset
Perks of working with Great-West Life, London Life, Canada Life
Ongoing professional development:
We offer an array of proprietary and industry leading programs, seminars and learning workshops to inspire greatness and improve your knowledge, training and selling/marketing skills
We designed our compensation program to reward your It includes a generous base salary complemented by a productivity-based bonus component. A flexible benefit plan, company-matching RPP and a share ownership plan round out the overall compensation package.
Recognition and rewards:
We go all out to recognize excellent performance with a multitude of programs, campaigns, promotions and development meetings to reward your success
Provenprocesses, strategies & tools:
We provide a wide array of resources, tools and processes for improving workflow, working with clients as well as for leading your business
Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we’ve made.
As of January 1, 2020, Great-West Life, London Life and Canada Life became one company – Canada Life, and today, we proudly serve more than 13 million customer relationships from coast to coast to coast.
Discover your opportunity….Apply today!
Canada Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness in our head office facilities. If you’d like to join our team submit your information online and introduce yourself.
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.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted