Associate Wealth Advisor

Canada Life Group; Calgary; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards & Recognition

Community Engagement

Job summary

Canada Life is seeking an Associate Advisor in Calgary to learn and perform all functions of a financial planner under mentorship, while building strong client relationships and ensuring compliance.

You will use our planning software to develop financial plans and prepare documentation; CSC/IFIC is required, with MFDA/IIROC license and CFP/CIM assets helpful. 2+ years in financial services preferred, with a competitive salary and comprehensive benefits.

Qualifications

• Post-secondary education in Business or a relevant field.
• Minimum 2 years of experience in financial services.
• Completion of CSC/IFIC required.
• Mutual Fund (MFDA) or Securities (IIROC) license an asset.
• Professional accreditation (CFP, CIM, or equivalent) is considered an asset.

Responsibilities

• Provide an exceptional client experience and respond to inquiries in a timely manner.
• Learn and practice our award-winning financial planning process.
• Use our financial planning software to build and update plans.
• Prepare required paperwork and ensure compliance.
• Monitor investment portfolios for suitability.
• Research products approved for sale through IPC Securities Corporation and IPC Investment Corporation.
• Collaborate with the Pinnacle team to deliver on goals and train new team members.
• Create long-term client relationships with a client-centric approach.
• Leverage technology to enhance client experiences.
• Adopt a performance-driven compensation mindset.
• Demonstrate self-motivation, drive, and entrepreneurial spirit.
• Think critically and use sound judgment when serving clients.

Skills

Client service

Communication

Relationship building

Analytical thinking

Attention to detail

Education

Post-secondary education in Business or relevant field

CSC/IFIC certification

CFP/CIM or equivalent

MFDA/IIROC license as asset

Tools

Financial planning software

Job description

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Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.

In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

As an established industry leader and growing rapidly across Canada, we’re seeking an Associate Advisor – someone who is willing to learn and perform all the functions of a financial planner while being mentored by a seasoned Advisor.

What You Will Do

• Provide an exceptional client experience and respond to all client inquiries in a timely manner
• Learn and practice our award-winning financial planning process
• Use our financial planning software to build and update financial plans
• Prepare required paperwork and process accurately to ensure compliance
• Monitor investment portfolios on an ongoing basis for suitability
• Research products approved for sale through IPC Securities Corporation and IPC Investment Corporation
• Collaborate with the Pinnacle team to deliver on team goals, provide coverage and train new team members
• Relationship-building skills with a commitment to establishing long-term client relationships
• Ability to leverage technology to enhance client experiences
• Strong desire for performance-driven compensation
• A self-motivated, highly driven and entrepreneurial personality
• Abilty to think critically and use sound judgment when serving clients

What You Will Bring

• Post-secondary education in Business or a relevant field
• Minimum 2 years of experience working within the financial services industry
• Completion of CSC/IFIC required
• Mutual Fund (MFDA) or Securities (IIROC) license an asset
• Professional accreditation (CFP, CIM, or equivalent) is considered an asset

The base salary for this position is between $59,800 - $99,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
• Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorshipprograms,socialclubsandevents.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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Location: Calgary, AB, CA

Date: Oct 2, 2026