Permanent Full Time

Investment 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.

In 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.

We are seeking a highly motivated and experienced Business Manager to join our Wealth Platforms Business Operations Team. This role is critical in supporting the VP of IPC Ops and managing the planning functions for Wealth Platforms. The ideal candidate will have a strong background in business operations, project management, and cross-team collaboration.

What you will do

• Provide comprehensive support for the VP of IPC Wealth Operations, including planning and ongoing management of aligned budgets.
• Monitor and report on projects and initiatives, ensuring timely and accurate updates.
• Prepare and support meetings, organizing and facilitating as required.
• Create and provide input for presentations and decks on behalf of the VP.
• Plan and coordinate team & business partner operations events and advisor events such as National Advisory Board.
• Manage the planning functions for Wealth Platforms, ensuring seamless collaboration between various departments.
• Develop funding and budget recommendations to support aligned teams and leaders.
• Contribute to the business plan for current and future years.
• Plays a pivotal role in fostering cross-functional collaboration, serving as the cohesive force across Wealth Platforms.
• Foster the evolution of team culture, including engagement and identifying opportunities for efficiency.
• Take ownership of establishing, updating, and monitoring OKRs (Objectives and Key Results) to drive alignment and track progress across the business.
• Plan and execute initiatives, ranging from the Dealer Commitment Strategy to supporting the Pinnacle project.
• Coordinate, analyze, and monitor data integrity, resolving issues related to data for projects and departmental initiatives.
• Publish required reports according to established timelines and manage meeting agendas and action items.
• Support go-to-market strategies under the Canada Life umbrella.

What you will bring

• 5+ years in financial services or business management role.
• Education acquired through a university degree or college certification.
• Strategic thinker with an equally strong tactical ability.
• Able to connect disparate bits of information to create a holistic viewpoint and understanding.
• Ability to ideate and explore a broad base of new areas of opportunity before additional resources are tapped – efficient with limited resources.
• Proven ability to gain consensus and to drive for positive outcomes.
• Track record of delivery and results.
• Proven ability to work cross-functionally.
• Understands the mechanics of a substantial Distribution organization.
• Stay apprised of industry and regulatory changes and competitive landscape.
• Has wide access to data and key decision makers across the organization – comfortable with diving into any area of the business or product.
• Understands the business environment and internal/external customer needs, and identifies business opportunities that create a competitive advantage.
• Able to foster collaborative relationships, engage and inspire the right outcome through partnerships and mutual respect.
• Drives results and contributes to change processes that improve organizational performance and creates a culture of accountability.
• Able to assess and prioritize work, identify key issues and manage multiple projects at any given time through efficiency and attention to detail.
• Inspires a vision that adapts to new realities, articulating meaningful expectations and creating clear pathways to desired outcomes.
• Remains focused, composed, and optimistic – resilient, adaptable and able to anticipate hurdles.

The base salary for this position is between $84,900 - $ 141,400 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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