Financial & Wealth Advisors

Canada Life; Ontario; On-site; CAD 63,000 - 118,000; Full time

Job summary

Canada Life is seeking Financial & Wealth Advisors to deliver tailored wealth management solutions and to build long-term client relationships. This role is essential for helping clients achieve their financial goals through expert advice and impressive service. Successful candidates will demonstrate a passion for financial planning, strong relationship-building skills, and a performance-driven approach.

Qualifications

• 3-5 years of industry experience required.
• Ability to think critically and use sound judgment when serving clients.
• Entrepreneurial personality with self-motivation.

Responsibilities

• Deliver personalized wealth management solutions.
• Develop and deepen client relationships.
• Conduct regular meetings and educate clients on products.

Skills

Relationship-building skills

Critical thinking

Performance-driven mindset

Technology leverage for client experience

Education

Post-secondary education in Business

Completion of CSC/IFIC

Professional accreditations (CFP, CIM or equivalent)

Tools

Mutual Funds and Securities licensing

Life Insurance/LLQP licensing

Job description

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Permanent Full Time

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.

Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice. At IPC, we’ve designed every aspect of the Advisor role with you in mind.

What You Will Do

• Deliver personalized wealth management solutions to help clients work toward their long-term financial goals
• Develop and deepen client relationships
• Conduct regular meetings and calls with clients
• Educate clients about all of the products, solutions, and services IPC provides
• Promote the value proposition of IPC
  
  

What You Will Bring

• 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
• Ability to think critically and use sound judgment when serving clients
• Post-secondary education in Business and/or 3-5 years of industry experience
• Completion of CSC/IFIC required
• Mutual Funds and/or Securities licensed
• Life Insurance/LLQP licensing is considered an asset
• Professional accreditations (CFP, CIM, or equivalent) are considered an asset
  
  

Where we are hiring

We have over 50 branches across 8 different provinces and as IPC continues to grow, we are always seeking top talent and hiring in:

Ontario:

• Aurora, Brantford, Cobourg, Dunnville, Georgetown, Kingston, Leamington, Midland, Milton, Mississauga, Oakville, Ottawa, Orillia, Owen Sound, Peterborough, Port Elgin, Sauble Beach, Sault Ste. Marie, Simcoe, St. Catharines, Sudbury, Walkerton, Windsor, Whitby
  
  

Alberta:

• Calgary, Cold Lake, Edmonton, Sherwood Park
  
  

British Columbia:

• Nanaimo, Penticton
  
  

Manitoba:

• Winnipeg
  
  

New Brunswick:

• Moncton
  
  

Newfoundland:

• St. John’s
  
  

Nova Scotia:

• Bedford, Dartmouth
  
  

Quebec:

• Montreal, Pointe-Claire
  
  

Should an opportunity become available, we will review your application and contact you directly with further details.

The base salary for this position is between $63,500 - $ 117,400 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services and Insurance

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