Temporary 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.  

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

We’re seeking someone to facilitate learning opportunities to our IPC Advisor Network and internal partners on systems, internal business processes and industry best practices. The optimal candidate can develop and deliver content for eLearning and live sessions; and take the lead to collaborate with internal partners to drive continuous improvement of existing processes.

Please note: This is a contract role until December 31st, 2026 with a possibilty to extend further.

What You Will Do

Deliver training material, methodologies, and procedures in live settings (in-person and virtual), written form (manuals, guides etc.), and eLearning modules, etc.
Support and train internal and external stakeholders on the IPC Technology Suite, business practices, and procedures.
Maintain and understand current business processes within the various business units, and within the investment industry.
Regularly attend and present at IPC Advisor functions as required such as the IPC Fall Conference and Regional Conferences.
Aid internal partners with mapping current business processes that provide a foundation for defining scope and activities.
Design training modules and material using needs-based analysis.
Prepare and maintain training and systems deployment material in conjunction with development efforts and strategies.
Periodic content audit review to ensure accuracy of resources.
Continuously strive to effect business process improvements that enhance IPC’s offering.
Manage and report progress against commitments to Business Units on a periodic or as needed basis.
Some administrative functions required to manage your day to day

What You Will Bring

Solid understanding of e-learning principles and techniques to apply with adult learners.
Relationship building skills with a commitment to establishing long-term partnerships.
Experience with utilizing KPIs to demonstrate effectiveness of learning programs.
Ability to leverage technology to enhance client experiences.
Ability to think critically and use sound judgment when serving clients.
Strong time management competence
4+ years of experience within a Training position; financial services industry experience is beneficial.
Undergraduate degree in Business is an asset.
Completion of Canadian Securities Course (CSC) or IFIC is an advantage.
Must have general knowledge of adult learning methodologies.
Must be extremely proficient at using the Microsoft 365 suite of products, mainly MS Word, PowerPoint, and Excel.
Proficiency in video development and eLearning authoring tools such as Captivate, Articulate, and/or Lectora, etc.
Flexibility to travel within Canada as required.
Must possess a valid Driver’s license with excellent driving record and access to a reliable vehicle.

The base salary for this position is between $53,900 - $99,700 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 talentacquisitioncanada@canadalife.com. 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.

Canada Life

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