Wealth Planning Associate

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

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.