Security Analysis Advisor

Securities Specialist

In this fast-paced, results-driven environment, you'll partner with top segmented mutual fund/segregated fund licensed advisors in our Advisor Solutions distribution channel by providing portfolio advisory services for clients and prospects. As the Regional Securities Specialist, you will have several key accountabilities:

In fulfilling this accountability, the Regional Securities Specialist will identify the appropriate advisors for the program and plan the appropriate business activities to promote the program via one-on-one meetings, group presentation and/or training sessions.

Collaborate with advisors, their clients and other team members in developing and presenting analysis of client portfolios.

Create tax and cost-efficient asset consolidation and liquidation strategies

Regular travel within assigned territory

In fulfilling these accountabilities, the Regional Securities Specialist will:

Remain current with and integrate financial planning concepts into trade advice services

Ensure all external laws and regulatory rules and internal guidelines and policies are adhered to

You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA, and you appreciate the key role you play in helping Canadians reach their financial goals and dreams. 5+ years of experience in the securities industry in a progressive role providing client portfolio analysis, account management and trade advice

• Industry designations such as Canadian Investment Manager (CIM), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) or other securities industry credentials an asset
• Strong Microsoft PC software skills and Dataphile platform knowledge is an asset
• Excellent social skills and team services ethic and excellent presentation and communication skills, both written and oral
• This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences. 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 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. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies.