OverviewTemporary 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. Our IPC Pinnacle Transitions team is currently growing. We’re seeking a Manager, Transitions – someone who plans, directs and manages the onboarding of Advisory Teams to IPC. As a leader, this role is responsible for leading multiple Advisory teams from across Canada on both MFDA & IIROC platforms. The Transitions department implements best practices to effectively manage the execution of both internal and external Advisor transitions.What You Will DoResponsible for the successful transition of independent advisors to our corporate advisory programDesigning and implementing tailored transition plans to meet the specific needs of Advisors and their clientsCollaborating with internal departments to streamline and enhance transition processesDeveloping risk mitigation strategies for transitions and troubleshooting any issues that ariseHands on, serving as the primary point of contact for advisors throughout the transition process, providing guidance, motivation and fostering shared accountability to maximize successManaging the end-to-end transition process, including system and hardware onboarding, premises and infrastructure alignment, re-contracting, re-branding, implementation of the client experience, surfacing learning and development needs and moreEstablishing and tracking key performance indicators (KPIs) related to advisor transitionsProvide executive sponsors and senior leadership with regular updates on transition progress, potential risks,



and post-transition feedbackDriving process improvements based on performance metrics and Advisor feedbackIdentifying opportunities for automation and process optimization to scale the transition functionStay updated on industry trends and regulatory changes impacting Advisor transitionsThis role has potential to have direct reports as we scale the corporate advisory platformWhat You Will BringDemonstrated experience in successfully managing and implementing change processesExceptional verbal and written communication skills to effectively convey transition strategies and updates to all stakeholdersProven ability to lead and inspire teams through periods of change and transitionSkilled in identifying issues and devising innovative solutions to overcome obstacles during transitionsStrong analytical skills to assess the impact of transitions and make data-driven decisionsProficient in building and maintaining strong relationships with internal and external stakeholdersIn-depth knowledge of mutual funds, investment platforms, insurance products, and administrative processesAbility to multi-task, prioritize, and meet tight deadlines while working in a fast-paced environment and maintaining attention to detailCapable of making independent decisions with confidence and ensuring correct actions are takenBroad business acumen to anticipate the impact on other departments due to policy or procedure changesHighly proficient in the use of Microsoft Office suite of productsMinimum of 5-7 years managerial work experience in the financial services industry, with a comprehensive understanding of all divisional products and processes related to sales and transaction processingPost-secondary education in Business or Project ManagementCompensationThe base salary for this position is between $86,600 - $144,300 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.Additional InformationCareer opportunities will be open a minimum of 5 business days from the date of posting; closing dates will varydepending on the search activity. All applications received will be reviewed on a rolling basis.Grow with Canada LifeWe’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.We’re looking for people who live our values every day: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!What we offerWe’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursementHealth & Wellness: Flexible health and dental perks, plus a $5,000 mental health benefit to support your well-beingTime Off: In addition to regular vacation and personal days, we support community involvement with a volunteer dayFinancial Security: Company-matching pension plan, share ownership program and additional investment optionsRewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and moreEmphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and eventsLearn more about Canada Life.We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.Canada Life would like to thank all applicants; however, only those whoqualify for an interview will be contacted.#J-18808-Ljbffr

📌 Manager, Transitions - 12 Month Contract - C$86,600 - C$144,300 A Year (Winnipeg)
🏢 Canada Life
📍 Winnipeg