Advisor Growth & Succession Architect

Canada Life; Winnipeg; On-site; CAD 72,000 - 120,000; Full time

Benefits offered by this job

Education reimbursement

Mental health benefit

Pension plan

Volunteer day

Employee discounts

Job summary

Canada Life is seeking an Advisor Growth and Succession Specialist to drive advisor growth, recruitment, and succession opportunities across our distribution network. Reporting to the Assistant Vice President, you will build relationships with advisors, support succession planning, and deliver strategic growth initiatives.

You will collaborate with Regional Directors, Sales Leaders, Advisors, and distribution partners to expand advisor relationships and grow business, while leveraging internal

Qualifications

• Experience in sales, business development, wholesaling, or advisor-facing roles within the Canadian insurance and/or wealth industry.
• Proven ability to build advisor relationships and drive business growth.
• Strong knowledge of insurance, wealth products, and sales strategies.
• Experience working with advisors, dealers, MGAs, or distribution partners.

Responsibilities

• Develop and execute business plans that support advisor growth, recruitment, and succession objectives.
• Identify and pursue new advisor opportunities to expand Canada Life's distribution footprint.
• Partner with Regional Directors, Regional Sales Directors, and distributor sales leaders to implement growth strategies.
• Support advisors who are exploring succession planning solutions.
• Deliver sales ideas, market insights, and competitive intelligence to help grow advisor business.
• Participate in advisor meetings, presentations, and business development activities.
• Collaborate with internal specialists on complex wealth, insurance, tax, and estate planning opportunities.
• Lead targeted advisor engagement and support plans.
• Implement marketing and go-to-market initiatives that strengthen advisor relationships and generate new opportunities.
• Monitor market trends, competitor activity, and industry developments to identify opportunities for growth.

Skills

Sales experience

Relationship building

Presentation skills

Strategic thinking

Industry knowledge

Regulatory knowledge

Education

Post-secondary education in related field

Job description

Canada Life is seeking an Advisor Growth and Succession Specialist to drive advisor growth, recruitment, and succession opportunities across our distribution network. Reporting to the Assistant Vice President, you will build relationships with advisors, support succession planning, and deliver strategic growth initiatives.

You will collaborate with Regional Directors, Sales Leaders, Advisors, and distribution partners to expand advisor relationships and grow business, while leveraging internal