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About the Role
Support CAS's ambitions by contributing to strategic growth planning, translating long-term priorities into actionable plans, and advancing cross-organizational strategies. Partner with senior leaders to ensure strong governance, cross-functional coordination, and disciplined execution of CAS’ strategic agenda.
Responsibilities
- Partner with leadership in the development of CAS's long-term vision and core pillars.
- Drive strategic growth opportunities, including client segmentation, AI strategy, and capability enhancement.
- Identify, prioritize, and accelerate potential strategic partnership opportunities with vendors.
- Provide business casing and presentation support.
- Monitor industry trends and competitive developments to identify opportunities for innovation and growth.
- Disseminate strategy to key stakeholders, ensuring clear business plans with measurable outcomes.
- Contribute to the preparation of materials for senior leadership and high-impact forums.
- Provide presentation, meeting, and strategy implementation support.
- Support the annual planning and prioritization process, including management of CAS’ initiative budget.
- Provide coordination support for CAS’ ongoing engagement and planning cycle with other key stakeholders.
Requirements
- 5+ years of finance, management consulting or corporate strategy experience.
- Experience in managing enterprise-wide strategy and planning is an asset.
- Self-starter with high motivational level, intellectual curiosity, and openness to learning.
- Strong business acumen, with demonstrated aptitude for strategic, analytical and critical thinking.
- Excellent analytical skills, including financial analysis, research and complex modeling.
- Expert in Microsoft PowerPoint and Excel.
- Expertise in think-cell is an asset.
Skills
- Finance
- Management Consulting
- Corporate Strategy
- Strategic Planning
- AI Strategy
- Financial Analysis
- Research
- Complex Modeling
- Microsoft PowerPoint
- Microsoft Excel
- think-cell
Location
- Canada
Work Type
- Permanent
- Full Time
- Hybrid
Experience Level
- 5+ years
Education Level
- Undergraduate degree in Finance, Economics, or Business preferred
Salary/Compensations
- $102,000 - $152,000 annually
Benefits
- Career Development opportunities
- Access to industry-leading learning programs
- Up to $2,000 annually towards education reimbursement
- Flexible health and dental benefits
- $5,000 mental health benefit
- Volunteer day
- Company-matching pension plan
- Share ownership program
- Additional investment options
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
About the Company
- Client Advisory Services (CAS) is a key driver of Canada Life’s long-term growth, working alongside our Workplace, Wealth and Insurance businesses to provide clients and plan members with personalized advice and meaningful solutions.
- CAS is focused on building deeper relationships with end clients and plan members by expanding opportunities through our employee advisors.
- Our team brings together several specialized teams—Freedom Experience (licensed retirement and insurance specialists), the Financial Solutions Centre and Continuum (collaborative, team-based financial advice), and Pinnacle (advisor succession and business transition support).
- 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.
Equal Opportunity
- 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.