Permanent Full Time

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. In November 2023, Canada Life acquired IPC. 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. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.


What you will do

• Develop and implement management reporting on flows and financial results for Individual Wealth Management business
• Identify value creation opportunities and complete deep-dive analysis to support business casing for these opportunities, which could include but are not limited to strategic initiatives, technology investments and strategic M&A
• Facilitate recurring performance dialogues with business unit leaders and with senior Life Co executives
• Report on sales, recruiting and acquisition pipelines and identify opportunities to drive higher conversion
• Partner with Finance team to support facilitation of annual planning proces
• Develop and maintain earnings forecast models, including short-and-long-term projections of key value drivers
• Build, lead and develop a high-performance team to provide the opportunity for employees to realize their full potential while maximizing effectiveness and efficiency

What you will bring

• 8-10 years of experience working in the financial services industry, with knowledge of the wealth and/or asset management industry or relevant experience
• Strong analytical and conceptual ability; CFA designation and experience with Power BI an asset
• Exceptional written and verbal communication skills with experience presenting to executive management
• Ability to foster collaborative relationships across teams and influence through a variety of styles
• Strong leadership skills including proven track record leading high-performing and diverse teams
• Drive to set and deliver ambitious goals and maintain accountability for continuously driving improved performance, leading change and ensuring high standards
• Able to translate complex topics into understandable solutions; deal with ambiguity and flexibility of approach

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto or Mississauga. Travel between the two offices will be required.

The base salary for this position is between $120,300 - $200,400 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 and Investment Planning Counsel- Apply today!


Being a part of Canada Life and Investment Planning Counsel 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.


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 talentacquisitioncanada@canadalife.com.


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


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