Manager Transitions

Permanent Full Time 

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As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right timefor them. 

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.  

Financial Horizons continues to operate independently in the marketplace. 

We are seeking a dynamic and experienced Manger, Transitions. This role will oversee complex and high-profile advisor transitions, ensuring that Advisors and their teams seamlessly integrate onto our corporate advisory platform. You’ll be the strong hand to hold throughout their first 12 months, ensuring they achieve all their transition milestones and business goals.

What you will do 

As Manager, Transitions you will be:

• Responsible for the successful transition of independent advisors to our corporate advisory program
• Designing and implementing tailored transition plans to meet the specific needs of Advisors and their clients.
• Collaborating with internal departments to streamline and enhance transition processes
• Developing risk mitigation strategies for transitions and troubleshooting any issues that arise
• Hands on, serving as the primary point of contact for advisors throughout the transition process, providing guidance, motivation and fostering shared accountability to maximize success
• Managing the end-to-end transition process, including system and hardware onboarding, premises and infrastructure alignment, re-contracting, re-branding, implementation of the client experience, surfacing learning and development needs and more
• Establishing and tracking key performance indicators (KPIs) related to advisor transitions
• Provide executive sponsors and senior leadership with regular updates on transition progress, potential risks, and post-transition feedback
• Driving process improvements based on performance metrics and Advisor feedback
• Identifying opportunities for automation and process optimization to scale the transition function
• Stay updated on industry trends and regulatory changes impacting Advisor transitions.
• This role has potential to have direct reports as we scale the corporate advisory platform

What you will bring 

• Demonstrated experience in successfully managing and implementing change processes.
• Exceptional verbal and written communication skills to effectively convey transition strategies and updates to all stakeholders.
• Proven ability to lead and inspire teams through periods of change and transition.
• Skilled in identifying issues and devising innovative solutions to overcome obstacles during transitions.
• Strong analytical skills to assess the impact of transitions and make data-driven decisions.
• Proficient in building and maintaining strong relationships with internal and external stakeholders.
• In-depth knowledge of mutual funds, investment platforms, insurance products, and administrative processes.
• Ability to multi-task, prioritize, and meet tight deadlines while working in a fast-paced environment and maintaining attention to detail.
• Capable of making independent decisions with confidence and ensuring correct actions are taken.
• Broad business acumen to anticipate the impact on other departments due to policy or procedure changes.
• Highly proficient in the use of Microsoft Office suite of products.
• Minimum of 5-7 years managerial work experience in the financial services industry, with a comprehensive understanding of all divisional products and processes related to sales and transaction processing.
• At least post-secondary education in Business or Project Management.

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Toronto, London, Winnipeg. 

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The base salary for this position is between  $76,400 - $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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