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About the Role

This role focuses on building relationships with advisors, supporting succession planning, and delivering strategic growth initiatives to expand advisor relationships and support business growth.

Responsibilities

Develop and execute business plans that support advisor growth, recruitment, and succession objectives.
Identify and pursue new advisor opportunities to expand Canada Life's distribution footprint.
Partner with Regional Directors, Regional Sales Directors, and distributor sales leaders to implement growth strategies.
Support advisors who are exploring succession planning solutions.
Deliver sales ideas, market insights, and competitive intelligence to help grow advisor business.
Participate in advisor meetings, presentations, and business development activities.
Collaborate with internal specialists on complex wealth, insurance, tax, and estate planning opportunities.
Lead targeted advisor engagement and support plans.
Implement marketing and go-to-market initiatives that strengthen advisor relationships and generate new opportunities.
Monitor market trends, competitor activity, and industry developments to identify opportunities for growth.

Requirements

Experience in sales, business development, wholesaling, or advisor-facing roles within the Canadian insurance and/or wealth industry.
Proven ability to build advisor relationships and drive business growth.
Strong knowledge of insurance, wealth products, and sales strategies.
Experience working with advisors, dealers, MGAs, or distribution partners.
Excellent relationship-building, influencing, and presentation skills.
Ability to identify opportunities, think strategically, and develop creative solutions.
Strong organizational skills and the ability to manage multiple priorities.
Knowledge of industry regulations and business practices.
Post-secondary education in a related field.
Industry designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (CH.F.C.), Personal Financial Planner (PFP), Chartered Life Underwriter (CLU), or similar credentials are considered an asset.
Knowledge of tax and estate planning concepts related to insurance solutions is considered an asset.
A strong business development mindset.
An ability to influence and build trust with advisors and business partners.
Creativity and innovation in identifying new growth opportunities.
A customer-focused approach and commitment to delivering results.
Curiosity, adaptability, and a desire to stay current on industry trends and market developments.

Skills

Sales
Business development
Wholesaling
Advisor-facing roles
Canadian insurance industry
Canadian wealth industry
Relationship building
Business growth
Insurance products
Wealth products
Sales strategies
Working with advisors
Working with dealers
Working with MGAs
Working with distribution partners
Influencing
Presentation skills
Strategic thinking
Creative solutions
Organizational skills
Managing multiple priorities
Industry regulations
Business practices
Tax planning
Estate planning

Location

Toronto
London
Mississauga
Winnipeg

Work Type

Permanent
Full Time
Hybrid

Education Level

Post-secondary education in a related field

Salary/Compensations

$71,900 - $119,800 annually

Benefits

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: A workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

About the Company

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms.
Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.
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, do the right thing, and 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.