Job Description

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.



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



The Associate Manager, Planning Lead is responsible for the planning process for all of IW, enabling coordination and collaboration across the IW portfolios as well as creating visibility and a holistic view for Leaders. Working collaboratively on any cross unit or cross platform projects or initiatives, the role is is responsible for facilitating the planning and governance of large and complex programs or multiple projects impacting Individual Wealth (IW). This role has overall responsibility to manage the planning & governance of a group of related programs and/or projects in a coordinated manner to obtain benefits not available from managing them individually.

What you will do

Lead the IW Portfolio for the Divisional Planning Cycle, ensuring collaboration across stakeholders Provide guidance and overall governance leadership to the project/program team members Facilitate high-level planning to maximize resource, manage costs, and ensure proper gating Understand business needs and build cooperation across multiple business units with divergent priorities Maintain tracking and reporting for stakeholders to provide an integrated perspective on all initiatives Explore opportunities for reallocating resources & funds to maximize efficiency and impact across strategic initiatives Oversees and prepares road-maps and planning, ensuring resolution of cross program/project conflicts or risks Support IW Planning Leads in developing Program level business cases and governance structure

What you will bring

Strategic thinker with an equally strong tactical ability Able to connect disparate bits of information to create a holistic viewpoint and understanding Proven ability to gain consensus and to drive for positive outcomes Able to be dynamic and evolve as external factors may impact key priorities Strong technical knowledge of people, processes and systems Develops practices to apply a detail orientation to work on an ongoing basis Is passionate about not only project management but the business, loves to learn and champion new ideas with others, and works with an entrepreneurial mindset

The base salary for this position is between

$70,500

- $ 117,400

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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