Manager Advisor Partnership

2 months ago

Calgary, Canada The Canada Life Assurance Company Full time

Permanent Full Time

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.

In November 2023, Canada Life acquired IPC. 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.

The Manager, Advisor Partnership will work closely with internal teams to manage and provide strategic sales direction for their local Corporate Branches. You will be responsible for long term growth and productivity of each Advisor within the office as well as supporting and increasing the number of Advisors. Your direction and activities have a significant influence on the success of the overall Region being managed and on the overall corporate strategies.

**What you will do**
- Provide leadership and direction to direct reports on areas including performance management, interpersonal relations, coaching, mentoring and public relations
- Utilize leadership skills to create an environment orientated to trust, open communication, creative thinking, and collaborative team effort
- Manage work volumes and identify recruitment needs, participate in the recruitment and selection process and training and development of new team members
- Establish metrics and sales activities to ensure results of the team are achieved and shared internally
- Create a cadence of accountability structure that supports the growth objectives of each assigned region
- Support the team in executing tactical business development functions (e.g., client events)
- Ensure a consistent delivery system and approach of IPC’s business methodology that leverages technology delivery capabilities in support of distribution channels
- Participate in business management processes including business planning, sales and marketing planning, financial management, practice management and professional conduct
- Direction must ensure sales, business and compliance issues are kept to the highest standards
- Escalate any significant instances of non-compliance with policies and procedures or legislative regulations to internal teams as needed
- Implement programs and new initiatives as identified as a corporate need

**What you will bring**
- 5+ years of experience leading a proactive sales team in the wealth management industry.
- Proven strategic planning and business planning ability.
- Post Secondary education in a relevant field.
- The CFP or CIM designations are an asset to this role.
- Exceptional communication skills with a proven track record of establishing long term client relationships and ability to put the client first.
- A strong desire for performance, self-motivated, highly driven with an entrepreneurial personality.

The base salary for this position is between **$82,800**:

- $137,900 **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.

Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity

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