Advisor Programs & Community Lead

Canada Life; Toronto; On-site; CAD 107,000 - 157,000; Full time

Benefits offered by this job

Education reimbursement up to $2,000–$

Flexible health and dental benefits

Mental health benefit $5,000

Volunteer day

Pension plan

Share ownership program

Employee discounts

Job summary

Financial Horizons, a leading MGA, seeks an experienced leader to advance advisor development, strengthen advisor engagement, and elevate our industry presence through best-in-class programs, events, and community-building initiatives.

Success requires strategic thinking, entrepreneurial mindset, and execution excellence, with the ability to influence senior leaders, manage a multi-year roadmap, and partner across Canada Life and carrier partners.

Qualifications

• 8+ years of experience in program strategy, event leadership, advisor development, financial services distribution, or a related field.
• Deep understanding of the Canadian financial services industry, MGA environments, and advisor business needs.
• Direct experience working with financial advisors and a strong appreciation for their entrepreneurial mindset and business challenges.
• Proven experience leading large-scale programs, conferences, or advisor-facing initiatives.
• Demonstrated ability to influence senior leaders and build trusted executive relationships.
• Proven ability to lead through influence and collaborate across multiple stakeholders.
• Experience managing significant budgets and optimizing investments to achieve strategic outcomes.
• Expertise in content development, speaker engagement, experience design, and program management.
• Strong organizational skills with the ability to manage multiple complex initiatives and competing priorities.
• Exceptional communication, strategic thinking, business acumen, and judgment.
• High attention to detail, adaptability, professionalism, and executive presence.
• Given the travel requirements for this role, a valid driver license and vehicle are required.

Responsibilities

• Develop and execute advisor programs, events, and recognition initiatives aligned to Financial Horizons' growth strategy.
• Identify advisor needs, industry trends, and business opportunities to inform program design.
• Partner with senior leaders to create targeted engagement strategies for key advisor segments.
• Establish a multi-year roadmap that positions Financial Horizons programs and events as industry-leading experiences.
• Design educational, business development, and leadership programs that help advisors grow their businesses.
• Leverage a deep understanding of advisor businesses, entrepreneurial challenges, and market opportunities to shape program content.
• Source, engage, and coach speakers to ensure content is relevant, practical, and impactful.
• Align program outcomes with advisor needs, business objectives, and carrier partner priorities.
• Deliver experiences that drive advisor engagement, retention, and growth.
• Manage and optimize an annual program and events budget exceeding $7 million.
• Establish strong financial governance, forecasting, reporting, and ROI measurement.
• Coordinate multiple stakeholders and partners to ensure seamless program delivery and exceptional participant experiences.
• Drive continuous improvement, operational excellence, and a culture of excellence.
• Balance meticulous attention to detail with the flexibility to adapt to evolving priorities and opportunities.

Skills

Advisor development

Program strategy

Event leadership

Financial services distribution

Influence senior leaders

Budget management

Content development

Speaker engagement

Experience design

Program management

Executive presence

Travel flexibility

Strategic thinking

Job description

Financial Horizons, a leading MGA, seeks an experienced leader to advance advisor development, strengthen advisor engagement, and elevate our industry presence through best-in-class programs, events, and community-building initiatives.

Success requires strategic thinking, entrepreneurial mindset, and execution excellence, with the ability to influence senior leaders, manage a multi-year roadmap, and partner across Canada Life and carrier partners.