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About the Role
Serve as a subject matter expert for segregated fund products and solutions within Individual Wealth. This role is responsible for product positioning, marketing content, business development, advisor support, and product support for Canada Life's segregated fund product shelf. You will play a key role in enhancing our product offering, supporting advisors with insights and education, and bringing innovative wealth solutions to market.
Responsibilities
- Play a key role in the marketing, positioning, and promotion of Canada Life’s segregated fund products and services.
- Develop and implement a strategic product management roadmap, including positioning and ongoing support for new product launches, enhancements, and existing high conviction funds.
- Serve as an internal subject matter expert for Canada Life's segregated fund offerings and its regulatory landscape.
- Provide product expertise and thought leadership to business development teams and financial advisors.
- Create and deliver investment commentary, product insights, and market updates.
- Stay ahead of evolving financial services industry trends to ensure effective market positioning of segregated fund offerings.
- Support new product launches and enhancement initiatives through the product development lifecycle.
- Lead and/or participate in advisor presentations, business development training sessions, and internal forums as a product subject matter expert.
- Lead and support cross-functional projects and influence business decisions that support product growth and advisor success.
- Work effectively and build strong relationships with Product, Marketing, Wealth Delivery, Legal, and Compliance teams.
- Provide proactive analysis, information, and support to the Director, Product Management and other leaders.
Requirements
- 7+ years of related industry investment experience
- Bachelor’s degree in Business, Finance, Economics, Marketing or a related discipline.
- Canadian Securities Course, CFA, CIM and/or other industry related qualifications are an asset.
- Strong written and verbal communication skills with the ability to translate complex concepts into meaningful advisor-facing content.
- Demonstrated experience supporting product development, product launches and ongoing product management activities.
- Experience conducting market research and competitive analysis.
- Strategic thinker and business acumen with the ability to manage and drive change.
- Analytical and problem-solving skills with the ability to leverage data and technology to support business decisions.
- Strong knowledge of segregated funds, mutual funds, investment products and the Canadian wealth landscape.
Skills
- Product Management
- Marketing
- Business Development
- Advisor Support
- Product Support
- Strategic Planning
- Subject Matter Expertise
- Thought Leadership
- Investment Commentary
- Market Analysis
- Product Development Lifecycle
- Cross-functional Project Leadership
- Relationship Building
- Data Analysis
- Problem-Solving
- Communication
- Market Research
- Competitive Analysis
- Strategic Thinking
- Business Acumen
- Change Management
- Segregated Funds
- Mutual Funds
- Investment Products
- Canadian Wealth Landscape
Location
- London
- Toronto
Work Type
- Permanent
- Full Time
- Hybrid
Experience Level
- 7+ years of related industry investment experience
Education Level
- Bachelor’s degree in Business, Finance, Economics, Marketing or a related discipline.
- Canadian Securities Course, CFA, CIM and/or other industry related qualifications are an asset.
Salary/Compensations
- $113,500 - $163,500 annually
Benefits
- Career Development opportunities
- Access to industry-leading learning programs
- Up to $2,000 annually towards education reimbursement
- Flexible health and dental benefits
- $5,000 mental health benefit
- In addition to regular vacation and personal days
- Volunteer day
- Company-matching pension plan
- Share ownership program
- Additional investment options
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
- Employee Resource Groups (ERGs)
- Mentorship programs
- Social clubs and events
About the Company
- Grow with Canada Life
- United by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
- Trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
- Looking for people who live our values everyday: we step up, do the right thing, and deliver – for our customers, communities and each other.
Equal Opportunity
- 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.