Manager Advisor Partnership at Canada Life

Permanent Full Time

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.

The Manager, Advisor Partnership will work closely with internal teams to manage and provide strategic sales direction. 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
• 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 Continuum’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.
• MFDA licensed and/or LLQP licensed.
• 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 $76,400 - $ 141,400 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 [email protected].

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