Associate Advisor

Permanent Full Time

Are you ready to launch a rewarding career in financial services with a clear path to leadership? As an established industry leader growing rapidly across Canada, we're seeking an Associate Financial Advisor—someone eager to learn, develop, and perform all the functions of a financial planner while being mentored by a seasoned Advisor. This role combines client service excellence with proactive sales and business development, offering you the chance to grow a book of business and advance your career.

What You Will Do

• Deliver exceptional client experiences through meetings, calls, and personalized financial advice.
• Maintain compliance with regulatory standards.
• Drive business growth by identifying prospects, building relationships, and converting leads into clients.
• Achieve sales targets through proactive outreach, networking, and solution-based selling.
• Provide advice and manage accounts/policies using our planning processes.
• Build and update financial plans using advanced planning tools.
• Prepare and process paperwork accurately.
• Monitor investment portfolios for ongoing suitability.
• Educate clients on products, solutions, and services.
• Collaborate with the team to achieve goals, provide coverage, and support other Advisors
• Handle ad-hoc duties as needed.

What You Will Bring

• Strong relationship-building skills and commitment to long-term client success.
• Proven ability or strong desire to meet and exceed sales targets.
• Proficiency in leveraging technology to enhance the client experience.
• Adaptability to a growing business and evolving processes.
• Solid knowledge of savings, investments, insurance products, and financial planning concepts.
• Understanding of the regulatory environment.
• Goal-oriented mindset with strong critical thinking and judgment.
• Post-secondary education in Business or a related field
• Minimum 2 years of experience in financial services
• MFDA and/or LLQP licenses required (or willingness to obtain)
• Professional accreditation (CFP, CIM, or equivalent) is an asset.

We offer

• Competitive base salary plus performance-based bonus structure
• Comprehensive health and dental coverage.
• Retirement savings plans (pension and/or RRSP matching).
• Professional designations support (CFP, CIM, LLQP, MFDA).
• Ongoing training and development.
• Mentorship from seasoned Advisors.
• Work-life flexibility and paid time off.
• Clear Career Path: Advance from Associate to Senior Advisor.Sales-Driven Growth: Unlock earning potential through successful business development.
• Mentorship & Growth: Gain guidance from seasoned professionals and earn industry credentials.
• Rewarding Compensation: Competitive base pay, bonus potential, and advancement earning power.
• Professional Support: Robust benefits, training, and designation backing.
• Impactful Work: Help clients secure their financial futures and build meaningful relationships.

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.