Canada: Building a Future-Focused Career as an Associate Advisor in Wealth Management Sector
Canada: Investment Planning Counsel is recognized as one of Canada’s most respected independent wealth management organizations, known for its commitment to long-term financial success and exceptional client service. As a permanent full-time opportunity, the role of Associate Advisor offers motivated professionals a chance to grow within a stable, forward-looking environment while learning directly from experienced industry leaders. This position is designed for individuals who want to develop deep expertise in financial planning, investment management, and client relationship development while contributing meaningfully to a trusted national organization.
Company Background and Industry Position
Investment Planning Counsel operates with a clear mission: to help advisors build stronger, more sustainable businesses by delivering an outstanding client experience. The firm brings together professionals from diverse backgrounds who share a common focus on integrity, innovation, and personalized financial guidance.
In November 2023, Investment Planning Counsel became part of Canada Life, further strengthening its position within the financial services industry. Canada Life, a member of the Power Financial Corporation group of companies, serves the financial security needs of more than 13 million people across Canada and maintains operations in Europe and the United States. This acquisition combined established wealth platforms to create one of the most influential wealth providers in the country, offering greater resources, stability, and growth opportunities for employees and clients alike.
Role Overview and Professional Growth
The Associate Advisor role is ideal for professionals who are eager to learn every aspect of financial planning while working under the mentorship of a seasoned Advisor. This position provides hands-on exposure to real client scenarios, portfolio management, compliance processes, and advanced planning strategies. It is well-suited for individuals who view wealth management not just as a job, but as a long-term career path built on trust, performance, and continuous learning.
Client Experience and Daily Responsibilities
A key focus of this role is delivering a consistently high-quality client experience. Associate Advisors are expected to respond promptly and professionally to client inquiries, ensuring clarity and confidence at every stage of the advisory relationship. You will actively participate in a proven financial planning process, using advanced financial planning software to build, update, and refine personalized financial plans.
Responsibilities also include preparing and processing accurate documentation to meet regulatory and compliance requirements, monitoring investment portfolios for ongoing suitability, and conducting product research within approved offerings. Collaboration plays an important role, as Associate Advisors work closely with the Pinnacle team to achieve shared goals, provide coverage when needed, and assist with training new team members.
Skills, Mindset, and Professional Qualities
Success in this position requires strong relationship-building skills and a genuine commitment to developing long-term client partnerships. The ability to leverage modern technology to enhance communication and planning efficiency is essential. The role also appeals to individuals who are self-motivated, performance-driven, and entrepreneurial in mindset. Critical thinking, sound judgment, and a proactive approach to problem-solving are important when supporting clients through complex financial decisions.
Qualifications and Educational Background
Candidates should have post-secondary education in Business or a related field, along with a minimum of two years of experience in the financial services industry. Completion of CSC or IFIC is required, while holding a Mutual Fund or Securities license is considered an asset. Professional designations such as CFP, CIM, or equivalent credentials are also viewed positively, as they demonstrate a strong commitment to professional excellence and ethical standards.
Compensation and Career Stability
The base salary for this role ranges between 57,100 and 85,600 Canadian dollars annually, depending on experience and qualifications. This figure represents base compensation only and does not include additional variable components such as bonuses or commissions. Selected candidates will receive further details about the total rewards program during the recruitment process. Applications are reviewed on a rolling basis, with career opportunities remaining open for a minimum of five business days.
Inclusive Workplace and Long-Term Vision
Being part of Canada Life means working in an environment where individual voices matter and diverse perspectives are valued. Employees are supported in achieving both professional success and personal well-being. The organization is deeply committed to inclusion, accessibility, and equal opportunity, striving to remove barriers and create a workplace that reflects the communities it serves.
As part of a strong and trusted organization, employees contribute to a shared purpose of improving the well-being of Canadians. This commitment to doing the right thing has earned Canada Life the trust of millions and continues to guide its future growth. Qualified applicants who require accommodation during the hiring process are supported through dedicated human resources assistance, ensuring fairness and respect at every stage.