Base + Comm
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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 broader expertise and 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
The position will be responsible for delivering outstanding financial services to a diverse book of in-house clients, including high-net-worth householdsThe 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.This is a fully office-based role with a broad range of responsibilities thatare 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,retain and serviceclientele efficiently
Develop deepexpertiseon LPproducts and service offerings
Lead and coachoffice administrative team to effectively manage client relationships
What you will bring
University degree
Completionof 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
Desirables
Professional designation (CA, CMA, CGA, LLB, CIM)
Additional estate and/or tax courses
Skills and Abilities
Excellent relationship skills – ability to develop and maintaineffectiverelationships 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
Attentive 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
Working Environment
Standard office environment
Occasional travel to meet clients and corporate events.
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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’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and 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:
Learn more about Canada Life
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted
#LI-Hybrid
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do.
That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities.
Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.
