Financial Advisor - Prince Albert, SK

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Prince Albert; On-site; CAD 65,000 - 108,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Community emphasis

Job summary

Canada Life is seeking a skilled financial services professional to join our team in a fully office-based role in Canada. You will collaborate with a senior advisor to learn, transition, and eventually manage the existing client book, focusing on high-net-worth households and strategic growth.

You will build strong client relationships, deliver comprehensive financial plans, and integrate estate and tax strategies while leading the office team to provide superior service and implement growth

Qualifications

• University degree required.
• CSC/IFIC completion or equivalent is required.
• Accredited financial planning designation such as CFP, RFP or PFP preferred.
• Mutual fund and life insurance licensing preferred.

Responsibilities

• Support a senior advisor in managing an in-house client book and transition duties.
• Develop and maintain client relationships, understand goals and estate needs.
• Provide financial projections and plans to clients.
• Deliver excellent client service with clear investment explanations.
• Integrate insurance, tax and estate planning into service plans.
• Lead and coach office staff to manage client relationships effectively.

Skills

Relationship skills

Verbal and written communication

Time management

Team collaboration

Client service

MS Excel

Financial planning software

MS Word

PowerPoint

Education

University degree

CSC/IFIC completion

CFP/RFP/PFP designation

Job description

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For more than 30 years, LP Financial Planning Services Ltd. has supported advisors through personalized, boutique solutions tailored to their unique practices and clients. Innovation, flexibility, and meaningful partnerships are at the core of how we help advisors succeed.

Our strategic partnership with Canada Life strengthens that foundation. It expands access to broaderexpertiseand global scale—allowing LP and its advisors to grow, evolve, and deliver even greater value, while preserving the trusted experience advisors and clients rely on.

Position Summary

The position will be responsible for delivering outstanding financial services to a diverse book of in-house clients , including high-net-worth households . The role includes leadership responsibilities, providing guidance to the Associate Advisor and contributing to strategic business growth through client retention and the expansion of assets under management. Th is is a fully office-based role with a broad range of responsibilities that are expected to expand as the company continues to grow.

What you will do

Work alongside the senior advisor as part of a planned succession strategy to learn, transition, and ultimately assume responsibility for the existing book of business

Develop and maintain strong relationships with clients, understanding their goals, objectives and aspirations in relation to their household’s wealth & estate requirements

Provide and maintain comprehensive financial projections and plans to clients

Deliver outstanding client service, ensuring client satisfaction and clear understanding of their investments and the relation to those investments to their plan and external economic and risk factors

Integrate and execute insurance, tax and estate planning as part of ongoing service plans

Utilize the dealer technology and communication suite to grow, retai n and service clientele efficiently

Develop deep expert ise o n LP products and service offerings

Lead and coach office administrative team to effectively manage client relationships

What you will bring

University degree

Completion of CSC/IFIC required

Accredited financial planning designation (CFP, RFP, PFP)

Mutual fund and Life insurance licensed

Minimum 5 years’ experience in the financial services industry

Comprehensive financial planning knowledge including investments, asset protection, retirement, estate planning, cash management and tax issues

Excellent interpersonal and communication skills

Experience using financial projection software

Additional estate and/or tax courses

Skills and Abilities

Excellent relationship skills – ability to develop and maintain effective relationships with clients and associates

Superior verbal and written communication & presentation skills

able to effectively explain financial strategies and confirm understanding

able to explain ideas in a concise and clear manner to a diverse audience

able to communicate with confidence considering the impact of the message

A ttentive listener: ability to interpret underlying or indirect messages and is adept at confirming understanding

Superior time management, multi- tasking and prioritization skills; ability to manage multiple projects at the same time

Ability to work as part of an interdependent team and individually when required . Works well with autonomy and is an excellent communicator in a modern, flexible work environment

Goal oriented/results focused: establishes goals, develops action plans and follows-up to achieve results

Self motivated – ability to determine appropriate client service strategies and works consistently towards those objectives with minimal supervision; acts quickly and decisively

Demonstrates integrity – conducts all aspects of business in a professional manner within the highest level of ethical standards.

Attention to detail and follow-through skills

Excellent computer skills – proficiency in the use of MS Excel, Word, PowerPoint and financial planning software

Standard office environment

Occasional travel to meet clients and corporate events.

The base salary for this position is between $64,800 - $107,900 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 aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

Location

Prince Albert Saskatchewan, SK, CA, S6V 4P3

Requisition ID: 6180

Category: Sales and Business Development

Date: Aug 1, 2026