Assistant Vice President, Client Advisory Retirement & Savings, Sales

Permanent Full Time 

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Client Advisory Services (CAS) is a core driver of Canada Life’s long‑term growth, working alongside our Workplace, Wealth and Insurance businesses to provide clients and plan members with personalized advice and meaningful solutions. We’re focused on building deeper relationships with end-clients and plan members by expanding opportunities through employee advisors. Our team brings together several specialized teams—Freedom Experience (licensed retirement and insurance specialists), Financial Solutions Centre & Continuum (collaborative, team‑based financial advice), and Pinnacle (advisor succession and business transition support).

We’re hiring an AVP, Client Advisory Retirement & Savings, reporting to the SVP, Client Advisory Services to lead a growing business focused on delivering strong earnings performance and an exceptional plan member experience. In this role, you will oversee a large team, strengthen our plan member advice strategy, and drive annual sales plans that support long‑term growth. You will own the plan member relationship and collaborate closely with leaders across cross-functional teams to advance execution and deliver strong results.

What will you do: 

• Lead a team with a strong client and advice focused culture, supporting long‑term business growth.
• Manage and continuously improve our plan member retirement rollover strategy to strengthen performance and plan member outcomes.
• Develop and execute annual sales plans that drive consistent, sustainable results.
• Own end‑to‑end plan member relationships, ensuring a seamless and high‑quality experience.
• Identify and implement continues improvement performance opportunities that enhance advice effectiveness, efficiency and client impact.
• Monitor competitive trends and bring forward best practices to support growth and innovation.
• Partner closely with leaders across GRS, Operations, Marketing, Performance, Compliance, and Technology to ensure strong alignment and coordinated execution.

What you will bring 

• 7–10 years of progressive experience in financial services, retirement, wealth, or sales‑driven environments and a good comfort level using AI tools
• Proven ability to deliver growth or earnings targets through strong sales leadership and disciplined execution.
• Experience leading teams and building a culture of accountability, engagement, and continuous improvement.
• Strong strategic thinking and commercial mindset, with the ability to translate insights into clear actions and measurable results.
• Demonstrated success improving sales processes, optimizing conversion, or strengthening client engagement.
• Strong collaboration and influencing skills, with experience working across functions such as Operations, Marketing, Performance, Compliance, and Technology.
• Excellent communication skills with the ability to provide clarity, drive alignment, and influence decision‑making in a matrixed environment.
• Change leadership capability, with experience implementing new processes, models, or strategies at team or business‑unit scale.

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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