Permanent Full Time

We9re looking for an established, growth-oriented advisor who has built long-term client relationships, focuses on disciplined planning, and a high-touch service model.

It is an opportunity for an experienced professional to step into a mature, well-managed book of business and play a meaningful role in client relationships, financial planning, and the continued growth of the practice.

The successful candidate will lead the team, have direct exposure to clients while contributing to planning strategy, portfolio oversight, and ongoing client engagement.

What you will do

Client Engagement & Experience

• Participate in client meetings and progressively take on a more active role in discussions
• Build trusted relationships with clients through responsive, professional communication
• Ensure a consistent, high-quality service experience aligned with the team9s standards

Financial Planning & Advice Delivery

• Develop and maintain comprehensive financial plans using planning tools
• Contribute to planning strategy, including retirement, tax, and risk considerations
• Monitor client progress and update plans as circumstances evolve

Wealth & Portfolio Oversight

• Support portfolio construction across both investment and insurance platforms
• Monitoring client allocations to ensure alignment with client objectives across - Segregated funds (primary component of the book), Mutual funds
• Conduct research on approved seg fund mandates, guarantees and insurance carriers
• Implementing investment strategies that balance growth, downside protection, and estate outcomes

Practice Growth & Contribution

• Identify opportunities to deepen existing client relationships through - Insurance Reviews, Estate and beneficiary optimization, Consolidation of external assets into managed/insurance solutions
• Support business development initiatives and client retention efforts
• Contribute to continuous improvement of processes and client experience

What you will bring

• Minimum 5+ years in wealth management or financial advisory
• Demonstrated experience in financial planning and client-facing work
• Exposure to portfolio construction and investment strategy (beyond administration)
• Strong judgment, professionalism, and relationship-building capability

Licensing & Designations

• Active LLQP licensing - required
• Active MFDA or IIROC licensing - required
• CFP designation - strongly preferred

Technology & Working Environment

You will be expected to work effectively within a structured advisory platform, including CRM systems for client management, financial planning software, and ongoing reporting and portfolio monitoring processes. Comfort with technology is essential, not just for efficiency, but for enhancing the client experience.

The base salary for this position is between $71,900 - $119,800 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.

What we offer:

We9re committed to supporting our employees through every stage of their career. Here9s 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 annually towards education 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 and personal days, we support community involvement with a volunteer day.

• Financial Security: Company-matching pension plan, share ownership program and additional investment options.

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

#LI-Hybrid

Requisition ID: 6197

Category: Corporate Functions

Location: