Associate Advisor

Permanent Full Time 

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As one of Canada's leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.  

Canada Life acquired Financial Horizons in 2017. 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.     

As an established industry leader and growing rapidly across Canada, we're seeking an Associate Advisor – someone who is willing to learn and perform all the functions of a financial planner while being mentored by a seasoned Advisor. 

What You Will Do

Provide an exceptional client experience Conduct regular meetings and calls with clientsAdhere to and maintain compliance requirements of the businessProvide advice and account / policy maintenance services using our business planning processesUse our financial planning software to build and update financial plansPrepare required paperwork and process accurately Monitor investment portfolios on an ongoing basis for suitabilityEducate clients about all the products, solutions, and services Continuum providesCollaborate with the team to deliver on team goals, provide coverage and train new team membersRelationship-building skills with a commitment to establishing long-term client relationshipsAbility to leverage technology to enhance client experiences Adaptable to growing business and changes in processesStrong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climateStrong desire for goal-oriented compensationAbility to think critically and use sound judgment when serving clients

What You Will Bring

Post-secondary education in Business or a relevant field Minimum 2 years of experience working within the financial services industryBoth MFDA licensed and LLQP licensed required. If only 1 license, willing to obtain second license.Professional accreditation (CFP, CIM, or equivalent) is considered an asset

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The base salary for this position is between  $57,100 - $ 85,600 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.

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