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Advisor Growth and Succession Specialist - Investment Planning Counsel (IPC) Description:

Permanent 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 servesthe 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.

As Canada Life continues to strengthen its advisor distribution strategy, we are seeking an

Advisor Growth and Succession Specialist to help drive advisor growth, recruitment, and succession opportunities across our distribution network.

Reporting to the Assistant Vice President, this role will focus on building relationships with advisors who are not traditionally connected to Canada Life, supporting succession planning opportunities, and delivering strategic growth initiatives. Working closely with Regional Directors, Sales Leaders, Advisors, and Distribution Partners, you will play a key role in expanding advisor relationships and supporting business growth.

What you will do

Develop and execute business plans that support advisor growth, recruitment, and succession objectives.

Identify and pursue recent advisor opportunities to expand Canada Life's distribution footprint.

Partner with Regional Directors, Regional Sales Directors, and distributor sales leaders to implement growth strategies.

Support advisors who are exploring succession planning solutions.

Deliver sales ideas, market insights, and competitive intelligence to help grow advisor business.

Participate in advisor meetings, presentations, and business development activities.

Collaborate with internal specialists on complex wealth, insurance, tax, and estate planning opportunities.

Lead targeted advisor engagement and support plans.

Implement marketing and go-to-market initiatives that strengthen advisor relationships and generate new opportunities.

Monitor market trends, competitor activity,



and industry developments to identify opportunities for growth.

What you will bring

Experience in sales, business development, wholesaling, or advisor-facing roles within the Canadian insurance and/or wealth industry.

Proven ability to build advisor relationships and drive business growth.

Strong knowledge of insurance, wealth products, and sales strategies.

Experience working with advisors, dealers, MGAs, or distribution partners.

Excellent relationship-building, influencing, and presentation skills.

Ability to identify opportunities, think strategically, and develop creative solutions.

Strong organizational skills and the ability to manage multiple priorities.

Knowledge of industry regulations and business practices.

Post-secondary education in a related field.

Industry designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (CH.F.C.), Personal Financial Planner (PFP), Chartered Life Underwriter (CLU), or similar credentials are considered an asset.

Knowledge of tax and estate planning concepts related to insurance solutions is considered an asset.

Given the size and scope of our organization, we have the flexibility for this position to be located in the following IPC office locations: Toronto, London, Mississauga and Winnipeg

What will help you succeed A solid business development mindset.

An ability to influence and build trust with advisors and business partners.

Creativity and innovation in identifying new growth opportunities.

A customer-focused approach and commitment to delivering results.

Curiosity, adaptability, and a desire to stay current on industry trends and market developments.

The base salary for this position is between

$71,900 - $119,800

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.

Grow with Canada Life We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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 offer We’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 annuallytowardseducation reimbursement.

Health & Wellness:

Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.

Time Off

In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.

Financial Security

Company-matching pension plan,share ownership program andadditionalinvestment options.

Rewards and Recognition

Employee recognition programs, service milestone celebrations, employee discounts and more!

Emphasis onCommunity :We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life .

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

Location Mississauga Ontario, ON, CA, L4W 0E4 Toronto, ON, CA London, ON, CA Winnipeg, MB, CA

📌 Advisor Growth and Succession Specialist - Investment Planning Counsel (IPC) (Winnipeg)
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