Wealth Planning Associate

Canada Life is seeking an Associate Advisor in Calgary to learn and perform all functions of a financial planner under mentorship, while building strong client relationships and ensuring compliance.

You will use our planning software to develop financial plans and prepare documentation; CSC/IFIC is required, with MFDA/IIROC license and CFP/CIM assets helpful. 2+ years in financial services preferred, with a competitive salary and comprehensive benefits.