Canada Life is looking for an Associate Advisor to join a full-service advisory firm in Sherwood Park, Alberta. You will be part of our mission to improve the financial, physical, and mental well-being of Canadians. In this role, you will help provide comprehensive wealth planning strategies and grow the business, supported by an experienced administrative team.
What You'll 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.
- Build long-term client relationships.
- Leverage technology to enhance client experiences.
What We're Looking For
- 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.
- Securities (IIROC) license required.
Nice to Have
- Professional accreditation (CFP, CIM, or equivalent) is considered an asset.
Team & Environment
You'll join an energetic, hard-working, culture-focused team within a full-service advisory firm. Our community-focused team is passionate about supporting local organizations and making a difference.
Benefits & Compensation
- Compensation: $59,800 - $99,700 annually (base salary only).
- Career Development: Opportunities for 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.
- Time Off: Regular vacation and personal days, plus a volunteer day for community involvement.
Work Mode
This is an onsite role located in Sherwood Park, Alberta.
Canada Life is an equal opportunity employer.
