{"id":4176109,"url":"https://alion.io/job/canada-life-wealth-advisor","title":"Wealth Advisor","company":{"id":1770029,"name":"Canada Life","domain":"canadalife.com","url":"https://alion.io/company/canadalife-com","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":{"grade":"B","score":80,"open_postings":4,"ghost_share":0.25,"stale_share":0.25,"repost_share":0.25,"time_to_fill_p50_days":15,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Calgary, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":75000,"max":125000,"currency":"CAD","period":"year","gross":null,"usd_annual":87775},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-03T02:00:00Z","employer_posted_date":"2026-11-03","last_verified_at":"2026-11-12T16:06:11Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"Permanent Full Time\n-\nInvestment 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.\nIn 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.\nWith the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.\nOver the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice. At IPC, we’ve designed every aspect of the Wealth Advisor role with you in mind.\nJoin our highly regarded Investment Planning Counsel office located in Calgary. We are a full-service advisory firm, who take pride in providing comprehensive wealth planning strategies in a well-appointed office environment.\nOur team members are not just financial planning professionals; we are community leaders and partners. You would be joining an energetic, hard- working, culture-focused team that is deeply passionate about supporting local community organizations and making a difference in the lives of the families we serve.\nWe are looking for a highly motivated candidate holding their Certified Financial Planner (CFP) designation and is willing to grow their business working side-by-side with senior wealth advisors. You would also have the daily support of our experienced administrative client support specialists.\nWhat you will do\nMaintain and grow existing client relationships.\nDeliver personalized wealth management solutions to existing clients and help them work toward their long-term financial goals\nConduct regular proactive meetings and calls with clients\nEducate clients about all of the products, solutions, and services IPC provides\nProvide a world class client experience.\nPromote the value proposition of IPC\nWhat you will bring\nRelationship-building skills with a commitment to establishing long-term client relationships\nAbility to leverage technology to enhance client experiences\nStrong desire for performance-driven compensation\nA self-motivated, highly driven and entrepreneurial personality\nAbility to think critically and use sound judgment when serving clients\nPost-secondary education in Business and/or a minimum of 3 years of industry experience in a client facing position\nCompletion of CSC/CPH required\nCertified Financial Planner (CFP) is an asset\nInvestment Dealer Licensed\nProfessional accreditation (CFP, CIM, or equivalent) is considered an asset\nWe are looking for an accredited, experienced Wealth Advisor to take over an existing book of high-net-worth clients.\n-\nThe base salary for this position is between $75,000 - $125,000 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.\nCareer 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.\nGrow with Canada Life\nWe’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. \nWe’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!\nWhat we offer:\nWe’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:\nCareer Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. \nHealth & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. \nTime Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. \nFinancial Security: Company-matching pension plan, share ownership program and additional investment options. \nRewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! \n Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. \nLearn more about Canada Life.\nWe’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact . All information provided will be handled in accordance with applicable laws and Canada Life policies.\nCanada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.\n#LI-Hybrid","description_format":"text","description_chars":5510,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Milestone celebrations"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Health Insurance & Benefits","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-11-12T16:06:11Z"}],"visa":[],"liveness":{"score":79,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.833,"p_room":0.945,"age_days":9,"expected_fill_days":15,"reasons":["conf:1","win:mid"],"computed_at":"2026-11-12T17:30:04Z"},"pay":{"stated_usd_annual":87775,"is_top_pay":false},"html_url":"https://alion.io/job/canada-life-wealth-advisor","json_url":"https://alion.io/job/canada-life-wealth-advisor.json","meta":{"generated_at":"2026-11-12T17:30:04Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":36789,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1770029},"rest":"https://alion.io/mcp/rest/get_company?id=1770029"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcanada-life-wealth-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcanada-life-wealth-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcanada-life-wealth-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/canada-life-wealth-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcanada-life-wealth-advisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4176109}},{"tool":"search_jobs","arguments":{"company":"canadalife.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4176109},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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