Permanent Full Time 

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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 serves the 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
• Ability 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

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The base salary for this position is between  $57,100 - $ 85,600 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 serves the 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 employee has the opportunity to reach 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 [email protected].

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

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