Base + Comm - <div class="OutlineElement Ltr SCXW48979304 BCX8"> <div> For more than 30 years, LP Financial Planning Services Ltd. has supported advisors through personalized, boutique solutions tailored to their unique practices and clients. Innovation, flexibility, and meaningful partnerships are at the core of how we help advisors succeed. </div> <div> Our strategic partnership with Canada Life strengthens that foundation. It expands access to broader expertise and global scale—allowing LP and its advisors to grow, evolve, and deliver even greater value, while preserving the trusted experience advisors and clients rely on. </div> Position Summary </div> <div class="OutlineElement Ltr SCXW48979304 BCX8"> The position will be responsible for delivering outstanding financial services to a diverse book of in-house clients, including high-net-worth households. The role includes leadership responsibilities, providing guidance to the Associate Advisor and contributing to strategic business growth through client retention and the expansion of assets under management. This is a fully office-based role with a broad range of responsibilities that are expected to expand as the company continues to grow. <div class="OutlineElement Ltr SCXW100450824 BCX8"> What you will do </div> <div class="ListContainerWrapper SCXW100450824 BCX8"> <ul class="BulletListStyle1 SCXW100450824 BCX8"> <li class="OutlineElement Ltr SCXW100450824 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Work alongside the senior advisor as part of a planned succession strategy to learn, transition, and ultimately assume responsibility for the existing book of business </li> </ul> </div> <div class="ListContainerWrapper SCXW100450824 BCX8"> <ul class="BulletListStyle1 SCXW100450824 BCX8"> <li class="OutlineElement Ltr SCXW100450824 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Develop and maintain strong relationships with clients, understanding their goals, objectives and aspirations in relation to their household’s wealth & estate requirements </li> </ul> </div> <div class="ListContainerWrapper SCXW100450824 BCX8"> <ul class="BulletListStyle1 SCXW100450824 BCX8"> <li class="OutlineElement Ltr SCXW100450824 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Provide and maintain comprehensive financial projections and plans to clients </li> </ul> </div> <div class="ListContainerWrapper SCXW100450824 BCX8"> <ul class="BulletListStyle1 SCXW100450824 BCX8"> <li class="OutlineElement Ltr SCXW100450824 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Deliver outstanding client service, ensuring client satisfaction and clear understanding of their investments and the relation to those investments to their plan and external economic and risk factors </li> </ul> </div> <div class="ListContainerWrapper SCXW100450824 BCX8"> <ul class="BulletListStyle1 SCXW100450824 BCX8"> <li class="OutlineElement Ltr SCXW100450824 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Integrate and execute insurance, tax and estate planning as part of ongoing service plans </li> </ul> </div> <div class="ListContainerWrapper SCXW100450824 BCX8"> <ul class="BulletListStyle1 SCXW100450824 BCX8"> <li class="OutlineElement Ltr SCXW100450824 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Utilize the dealer technology and communication suite to grow, retain and service clientele efficiently </li> </ul> </div> <div class="ListContainerWrapper SCXW100450824 BCX8"> <ul class="BulletListStyle1 SCXW100450824 BCX8"> <li class="OutlineElement Ltr SCXW100450824 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Develop deep expertise on LP products and service offerings </li> </ul> </div> <div class="ListContainerWrapper SCXW100450824 BCX8"> <ul class="BulletListStyle1 SCXW100450824 BCX8"> <li class="OutlineElement Ltr SCXW100450824 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Lead and coach office administrative team to effectively manage client relationships </li> </ul> <div class="OutlineElement Ltr SCXW54957842 BCX8"> What you will bring </div> <div class="SCXW54957842 BCX8"> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> University degree </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Completion of CSC/IFIC required </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Accredited financial planning designation (CFP, RFP, PFP) </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Mutual fund and Life insurance licensed </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Minimum 5 years’ experience in the financial services industry </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Comprehensive financial planning knowledge including investments, asset protection, retirement, estate planning, cash management and tax issues </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Excellent interpersonal and communication skills </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Experience using financial projection software </li> </ul> </div> <div class="OutlineElement Ltr SCXW54957842 BCX8"> Desirables </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Professional designation (CA, CMA, CGA, LLB, CIM) </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Additional estate and/or tax courses </li> </ul> </div> <div class="OutlineElement Ltr SCXW54957842 BCX8"> Skills and Abilities </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Excellent relationship skills – ability to develop and maintain effective relationships with clients and associates </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Superior verbal and written communication & presentation skills </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle2 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> able to effectively explain financial strategies and confirm understanding </li> </ul> </div> </div> <div class="SCXW54957842 BCX8"> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle2 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> able to explain ideas in a concise and clear manner to a diverse audience </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle2 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> able to communicate with confidence considering the impact of the message </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Attentive listener: ability to interpret underlying or indirect messages and is adept at confirming understanding </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Superior time management, multi-tasking and prioritization skills; ability to manage multiple projects at the same time </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Goal oriented/results focused: establishes goals, develops action plans and follows-up to achieve results </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Self motivated – ability to determine appropriate client service strategies and works consistently towards those objectives with minimal supervision; acts quickly and decisively </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Demonstrates integrity – conducts all aspects of business in a professional manner within the highest level of ethical standards. </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Attention to detail and follow-through skills </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Excellent computer skills – proficiency in the use of MS Excel, Word, PowerPoint and financial planning software </li> </ul> </div> <div class="OutlineElement Ltr SCXW54957842 BCX8"> Working Environment </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Standard office environment </li> </ul> </div> <div class="ListContainerWrapper SCXW54957842 BCX8"> <ul class="BulletListStyle1 SCXW54957842 BCX8"> <li class="OutlineElement Ltr SCXW54957842 BCX8" style="font-family:arial, helvetica, sans-serif;font-size:10.0pt;color:dimgray"> Occasional travel to meet clients and corporate events. </li> </ul> </div> </div> </div> </div>- The base salary for this position is between $64,800 - $107,900 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’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 everyday: 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 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: <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. </li> </ul> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. </li> </ul> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. </li> </ul> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Financial Security: Company-matching pension plan, share ownership program and additional investment options. </li> </ul> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! </li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. </li> </ul> Learn more about <a style="color:dimgray" href="https://www.canadalife.com/about-us.html" target="_blank" rel="noopener">Canada Life</a>. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact <a style="color:dimgray" href="mailto:[email protected]" target="_blank" rel="noopener">[email protected]</a>. 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 who qualify for an interview will be contacted. #LI-Hybrid

Financial Advisor - Prince Albert, SK (Prince Albert Saskatchewan, SK, CA, S6V 4P3) @ The Canada Life Assurance Company

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