Regional Sales Associate

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.

We are looking for a Regional Sales Associate.

Our organization is strong, and we're getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft.

As a Regional Sales Associate (Wealth), you will support the sales team by providing activity management and case support to ensure the right follow up and coordination through the sales process are met and allow the sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business plans.

What You Will Do

• Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
• Managing activity for the territory
• Clearing the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales process
• Reporting on Salesforce opportunities, segmentation & activity management and in COGNOS reporting on sales results
• Preparing for special events and campaigns
• Implementing operational and sales support tactics
• Facilitating weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
• Ensuring data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are required
• Providing general administrative support
• Participate and attend sales conferences and meetings

What You Will Bring

• Are growth oriented, self-starters, problem solvers, active listeners, and passionate about wealth management/investing, the markets, finding solutions, and working with people
• Completed post-secondary education, Commerce (or related) degree
• Are completing, completed, or are strongly motivated to complete their CSC/IFIC certification
• Have experience in sales or hospitality industries, or any experience which requires strong communication skills and is client-facing
• Are focused on and are interested in building strong, collaborative relationships
• Have strong organizational skills, ability to prioritize, and meet deadlines
• Are goal oriented and are passionate about learning how various sales processes can provide a clear path for the sales team to drive sales results

The base salary for this position is between $49,900 - $ 74,800 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.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today

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 to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.