Associate Manager, Financial Solutions Center

Permanent Full Time 

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As a member of the Financial Solutions Centre leadership team, you will play a key role in developing and supporting Financial Advisors and Support team members. You will be accountable for executing the Operations strategy to achieve business objectives, with a strong focus on understanding business performance through key performance indicators (KPIs).

This role requires analyzing results to identify gaps, implementing targeted action plans, and driving continuous improvement to maximize efficiency and effectiveness. You will provide direct leadership to licensed staff who deliver knowledgeable, dependable financial service and support, ensuring a consistently high-quality client experience.

What you will do 

• • Lead the recruitment, development, performance management, and retention of licensed Financial Services Advisors and Non-licensed support staff
  • Oversee case assignment, workload distribution, and workflow management to ensure efficient service delivery
  • Interact directly with clients to assist in the resolution of complex issues spanning administration and business development
  • Provide subject‑matter expertise on administrative processes and offer support during client meetings, as required
  • Ensure team members operate at peak effectiveness by fully leveraging available technology, tools, and support resources
  • Drive change effectively by actively sponsoring, leading, and participating in change initiatives
  • Develop and maintain individualized training and development plans to support ongoing employee growth
  • Conduct regular team meetings and one‑on‑one coaching sessions to reinforce performance, engagement, and accountability
  • Ensure the delivery of superior client service by monitoring performance metrics and key performance indicators (KPIs)
  • Manage workforce planning, capacity, and scheduling to align with business needs
  • Collaborate closely with internal business partners to support shared objectives and seamless client experiences
  • Ensure licensed team members meet all licensing, regulatory, and continuing education requirements
  • Promote ethical, legal, and client‑focused service standards in all client interactions
  • Maintain compliance oversight and ensure appropriate controls are in place to monitor and review team performance 

What you will bring 

• • • Demonstrated leadership capability with the ability to inspire, coach, and influence others
    • As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs
    • Proven ability to manage complex situations and resolve escalated client or operational issues
    • Self‑motivated and able to work independently while exercising strong judgment
    • Strong analytical and problem‑solving skills, with a solutions‑oriented mindset
    • Excellent organizational and planning skills, with the ability to manage multiple priorities in a fast‑paced environment
    • Outstanding client service skills with a focus on building trust and delivering value
    • Highly effective written, verbal, and negotiation communication skills
    • Knowledge of insurance products, segregated funds, and mutual funds
    • Solid understanding of the products and services offered to clients
    • Strong working knowledge of Salesforce, Investment Centre, and Microsoft Office applications
    • Thorough understanding of administrative processes, procedures, and operational best practices

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The base salary for this position is between $71,900 - $119,800 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. 

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