Financial Advisor - Prince Albert, SK

Base + Comm - 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. 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. Position Summary 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. What you will do 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 Develop and maintain strong relationships with clients, understanding their goals, objectives and aspirations in relation to their household’s wealth & estate requirements Provide and maintain comprehensive financial projections and plans to clients 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 Integrate and execute insurance, tax and estate planning as part of ongoing service plans Utilize the dealer technology and communication suite to grow, retain and service clientele efficiently Develop deep expertise on LP products and service offerings Lead and coach office administrative team to effectively manage client relationships What you will bring University degree Completion of CSC/IFIC required Accredited financial planning designation (CFP, RFP, PFP) Mutual fund and Life insurance licensed Minimum 5 years’ experience in the financial services industry Comprehensive financial planning knowledge including investments, asset protection, retirement, estate planning, cash management and tax issues Excellent interpersonal and communication skills Experience using financial projection software Desirables Professional designation (CA, CMA, CGA, LLB, CIM) Additional estate and/or tax courses Skills and Abilities Excellent relationship skills – ability to develop and maintain effective relationships with clients and associates Superior verbal and written communication & presentation skills able to effectively explain financial strategies and confirm understanding able to explain ideas in a concise and clear manner to a diverse audience able to communicate with confidence considering the impact of the message Attentive listener: ability to interpret underlying or indirect messages and is adept at confirming understanding Superior time management, multi-tasking and prioritization skills; ability to manage multiple projects at the same time 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 Goal oriented/results focused: establishes goals, develops action plans and follows-up to achieve results Self motivated – ability to determine appropriate client service strategies and works consistently towards those objectives with minimal supervision; acts quickly and decisively Demonstrates integrity – conducts all aspects of business in a professional manner within the highest level of ethical standards. Attention to detail and follow-through skills Excellent computer skills – proficiency in the use of MS Excel, Word, PowerPoint and financial planning software Working Environment Standard office environment Occasional travel to meet clients and corporate events. - 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: Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education 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 and personal days, we support community involvement with a volunteer day. Financial Security: Company-matching pension plan, share ownership program and additional investment options. Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. Learn more about Canada Life. We’re committed 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 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

The position involves delivering comprehensive financial services to a diverse book of clients while providing leadership and guidance to the associate advisor. The role focuses on strategic business growth through client retention, asset expansion, and the integration of insurance, tax, and estate planning.

Candidates must hold a university degree, relevant financial planning designations such as CFP, RFP, or PFP, and possess mutual fund and life insurance licenses. A minimum of 5 years of experience in the financial services industry is required, along with strong interpersonal and communication skills.

• Health benefits • Dental benefits • Mental health benefit • Volunteer day • Pension plan • Share ownership program • Education reimbursement • Employee discounts • Employee recognition programs

• Gestion du tempsSouhaitée
• Résolution de problèmesSouhaitée
• LeadershipSouhaitée
• Souci du détailSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial planning
• Investment management
• Estate planning
• Tax planning
• Client relationship management
• Leadership
• Coaching
• Financial projections
• Communication skills
• Time management
• Multi-tasking
• Problem solving
• Attention to detail
• MS Excel
• MS Word
• MS PowerPoint
• Decisiveness
• Professionalism
• Financial Strategy
• Results Orientation
• Follow Through
• Ethical Standards And Conduct
• Service Offerings
• Self-Motivation
• Microsoft Excel
• Asset Protection
• Mental Health
• Financial Forecasting
• Management
• Investments
• Cash Management
• Certified Financial Planner
• Customer Service
• Communication
• Computer Literacy
• Discounts And Allowances
• Estate Planning
• Financial Services
• Financial Planning
• Health Risk Assessments
• Innovation
• Mentorship
• Multitasking
• Microsoft PowerPoint
• Presentations
• Request For Proposal
• Business Strategies
• Strategic Partnership
• Time Management
• Writing

• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Administrative
• Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Postuler avant le

1 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine