Associate Advisor

At Canada Life, the Associate Advisor role in Edmonton is a full-time, permanent position where you will be mentored by an experienced financial advisor while supporting financial planning functions. You will enhance your career by learning some of the fundamental skills of financial planning with one of Canada’s leading wealth management organisations through outstanding service to clients.

Canada Life seeks to create an inclusive and diverse workplace for all employees by fostering an environment that encourages and supports individuals’ contributions to the overall success of the organisation. In addition, working collaboratively and successfully with other employees and our customers is essential to your success and advancement within Canada Life.

Becoming part of a reputable, big firm that has been offering goods and services to millions of Canadians for many years, this position will allow you to refine your skills and grow your career in an highly reputed organization. To check this job opening in detail, please see the full job description underneath.

Company Name : Canada life
Location : Edmonton, AB, CA
Calgary, AB, CA
Salary : $57,100 – $ 85,600 annually
Job Type : Full Time
Start date : As soon as possible

• The Associate Advisor position is a full-time permanent role that is based in Edmonton and is aimed at helping the financial planning activities of individual clients.
• The employer will consider this position to be full time and the working hours will be those of the employer’s standard hours for a typical working week.
• An office culture that recognizes teamwork and variety, and by vigorous means supports the employees’ learning, professional growth and well-being.
• The company offers a hybrid working model where the employees can be in the office together or work from home depending on their collaboration requirements.
• The person filling this position will actively participate in the client’s positive perception by providing the advisers with the support they need during the planning.
• The Associated Advisor will engage in the development and application of planning tools and other internal systems.

• Experience an outstanding customer experience by responding promptly to their questions.
• Learn and use our award-winning product brand financial planning process.
• Utilize our financial planning software to create and modify financial plans
• Create, complete, and file the required compliance documentation.
• Investigate products approved for sale by IPC Securities Corporation and IPC Investment Corporation.
• Work with the Pinnacle Team to achieve Pinnacle’s objectives by supporting one another and training new members
• Build relationships with clients and have a desire to establish long-term client connections.
• Utilize technology to improve client’s experiences with our services
• Desire to earn a performance-driven salary

• Completion of post-secondary education within an area of business or comparable field.
• With a minimum of two years experience within the financial services industry.
• Completion of the Canadian Securities Course (CSC) or IFIC certification.
• Possession of an MFDA or IIROC license would be considered to be an asset.
• Possession of professional designations e.g., CFP, CIM, or equivalent would be beneficial.

You can learn more about this role and apply by visiting the Canada Life job listing linked below.