Company: CLIC Department: Retail Sales Employment Type: Regular Full-Time Work Model: Remote-Based Language: English is required, French is an asset. Additional Information: This/these role(s) is/are currently vacant The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities. As the Senior Product Consultant for Wealth, you will provide highly advanced education, practice management, tax and estate planning and complex case consultation on investment products. You will work closely with Advisors and Distribution Management teams to achieve wealth goals through implementation of solutions for all wealth needs and offering product expertise for high-end investment cases. How you will create impact: - Provide subject matter expertise on investment products, segregated funds and annuities to Advisors, helping them understand product features, benefits, and applications. - Proactively supporting Advisors in honing their business by providing insights and guidance on wealth strategies, including human resources, wealth processes, marketing, transitions, and network partnerships. - Collaborate with Advisors to integrate wealth products into their sales plans to achieve their goals by providing detailed case analysis and well thought-out solutions that meet client objectives. - Act as a primary point of contact for Advisor queries related to wealth products, ensuring timely and accurate responses. - Collaborate with other product expertise teams to ensure a cohesive approach to product support. - Work closely with the Senior Manager, Product Expertise to align wealth expertise strategies with overall business goals. - Identify opportunities to optimize processes and practices related to product. - Stay informed about industry trends and best practices to ensure that investment funds and insurance product support remains competitive and effective. To join our team: - You have minimum 5+ years of progressive experience and knowledge of Individual Life, Living Benefits and/or Estate and Financial planning. - You have completed post-secondary education in a related discipline. - You have the Certified Financial Planner (CFP) and/or Chartered Life Underwriter (CLU) designations. - You hold the Life and Accident & Sickness (LLQP) licenses. - You have sales experience in the financial services industry, including familiarity with advisor practice management. How you will succeed: - Excellent verbal and written communication skills to effectively convey product information and support Advisors. - Strong problem-solving and decision-making skills to address Advisor queries and support business planning. - Thorough knowledge of wealth management, including features, benefits, and applications. - Understanding of the insurance industry and the specific needs and challenges faced by Advisors. - Ability to align product expertise strategies with overall business goals and contribute to the success of the organization. - Customer-centric mindset that prioritizes the needs and experiences of Advisors, ensuring that product support services are aligned with delivering exceptional service. - What you need to know: - You will be subject to a Background check as a condition of employment, in the event you are the successful candidate. - You will travel occasionally. - You are required to have a valid driver’s license and insurance. - This role involves direct contact with clients and/or service providers in their environment. - Extended work hours, including evenings and weekends, will be required. What’s in it for you? - Training and development opportunities to grow your career. - Flexible work options and paid time off to support your personal and family needs. - A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. - Paid volunteer days to give back to your community. - In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. ​ Expected salary/hourly range $91,058.00 - $141,000.00+ ​ The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.​ ​​ Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.​

• Provide single point of coordination for all phases of relocation activities on behalf of client as outlined in contractual agreement. • Perform exemplary, high-touch service through timely, proactive communication and caseload management. • Reduction of touch points between customer and suppliers; • Coordination between suppliers to avoid duplication of customer document submission; • 24/7 accessibility. • Assistance with completing customer’s needs assessment and required documentation. • Hands on review, interpretation, and communication of supplier reports (i.e. bma’s, appraisals, inspections, household goods surveys, etc) as applicable to each move. • Demonstrate knowledge of CARTUS products and services in all interactions with client and customer. • Coordinate/Facilitate CARTUS’s products and services to assigned customers according to prescribed CARTUS’s standards. • Conduct weekly updates with suppliers and support groups servicing assigned caseload. • Recognize and identify cross-selling opportunities based on transferees needs to generate new sources of revenue. • Ensure data integrity in all CARTUS systems. • Maintain and enhance relationships with CARTUS’s internal departments and external suppliers/partners in regards to meeting and exceeding client needs. • Track policy exceptions in Atlas and communicate requests and trending as may occur to the Account Executive. • Provide data input for client customized reports. • Participate in special projects as needed, including client presentations, client/supplier training.

Are you ready to open a world of opportunity in talent mobility? Our clients include some of the largest and most recognized brands in the world. They’re innovators and leaders in their industries, making life-enhancing breakthroughs every day. We help them tap into those opportunities by placing their exceptional people where they need to be, anywhere in the world. When it comes to service, we set the bar for exceptional … and then we raise it with fresh ideas, leading tools and innovative approaches, and it’s all grounded in our values of truth, love, and integrity. We call it People-first Mobility. We’re looking for exceptional people who share those values along with our passion for delivering the highest levels of service. If that sounds like you, and if you’re ready for a new career opportunity, we’d like to hear from you! Here’s to the world ahead. If you are an experienced Relocation/Mobility professional with a passion for counseling transferees and are knowledgeable about domestic home sale relocation services, then this position is for you! Our Homeowner Consultants provide exemplary service by assisting and counseling employee transferees and their families. In the initial consultation, the Homeowner Consultant provides an overview of the relocation benefits their employer authorizes. The Consultant then oversees the relocation, continually advising and updating the transferee throughout the process. The person selected for this role serves as Owner/Manager of the relationship with the Transferee. Essential Duties and Responsibilities - Manages a caseload of homeowner transferees with home sale, closing services, expense report reimbursement and ancillary services - Administers client relocation policy to transferees moving within the United States - Coordinates relocation services - Counsels transferees regarding the expense management process - Identifies and builds relationships with third party service providers and other internal departments - Anticipates needs, provides continuing advice, and follows up with transferees on a regular basis to ensure positive service evaluations - Understands and meets service level agreements - Updates the Company system with relevant information, referral fees, service fees, and notes on each file

• Engage with clients to understand their accounting and financial needs. • Implement and customize Sage Intacct according to client specifications. • Deliver training and ongoing support to clients to enhance their understanding and use of the platform. • Analyze current financial processes and recommend best practices to optimize Sage Intacct usage. • Collaborate with technical teams to ensure successful system integration and data migration. • Stay current with Sage Intacct updates and industry trends to advise clients effectively.