Some people dream of success, some make it happen.
Do you want to help people achieve their financial goals and dreams and take control of your success?
As a financial advisor with Canada Life, you can make a difference – for your clients, yourself and your family – on your terms.
At Canada Life, we want to send a clear message to Canadians about who we are and what we stand for. Now, more than ever, Canadians can benefit from advice to improve their financial, physical and mental well-being. That’s what you can do as a Canada Life financial advisor each and every day.
Canada Life financial advisors build long-term relationships with their clients by offering financial security planning and trusted advice.
Through working with Canadians for over 170 years, Canada Life understands how to build a program that provides advisors what they need to succeed. Our structured support system helps you to achieve your goals and gives you the opportunity to build a successful business. Your days will be spent making meaningful connections with people and seeing the results of the work you’ve done for them.
Ready to take the first step toward building your business with Canada Life?
Compare us to the competition:
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What you get |
Canada Life |
Other companies |
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Team of experts to help coach you to successfully reach the necessary certifications to become an advisor (Life License (LLQP) and investment license (IFIC) designations) |
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Aligned one-to-one business coaching to help you build a business plan |
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Formal mentorship program where you can learn from other advisors |
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Subsidized office space fees and covered technology costs for the first year |
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Corporately sponsored and facilitated Certified Financial Planner (CFP®) and Financial Planner (F. PL.) program |
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Access to intuitive planning tools and in-house product experts to support you with more complex plans and client meetings |
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Potential to create or join a firm with professional support and resources |
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Tell us about your career as a financial advisor.
Description: A man dressed in business attire walks towards the camera. The shot of him walking is blurred. The Canada Life logo appears on screen over him. A makeup artist applies makeup to a young financial security advisor dressed in business attire. Three other advisors and the Vice-President of Advisor Practice Development and Talent watch the process with interest. A sound technician holding a microphone walks in front of the camera. Two of the advisors start jokingly mugging for the camera as the others start to laugh.
[indistinct conversation]
A text banner overlays the image: The Advisors. The scene transitions to the four financial security advisors – Calvin, Laurie, Ryan, and Lyndsey - animatedly engaged in conversation around a table in a financial centre.
[indistinct conversation]
Cut to a close up of Ryan speaking, followed by a shot of Calvin enthusiastically speaking while Laurie nods her head in agreement. During this shot, we hear Calvin’s voice as narration:
Calvin narration: What appealed to me about this career was being my own boss.
Description: The scene transitions to an interview with Calvin. He is sitting in an open office space confidently speaking to an interviewer that is off camera. A text title appears beside him: Calvin, Financial Security Advisor.
Calvin: I feel like I'm an entrepreneurial personality, and running my own practice was something that really appealed to me.
Description: Cut to a close up shot of Calvin.
Calvin: Yes, I'm still working with a team but in the end whatever I put into this career is what I'm going to get back.
Description: The scene transitions back to the conversation with the advisors around the table, beginning with a close up shot of Laurie confidently speaking as Calvin listens attentively.
[indistinct conversation]
The scene cuts to a wide shot of the same scene as Laurie continues speaking. During this shot, we hear Laurie’s voice as narration. She is speaking French.
Laurie narration: Being an advisor allows me to have balance.
Description: The scene transitions to an interview shot of Laurie speaking to an interviewer who is off camera. A text title appears beside her: Laurie, Financial Security Advisor.
Laurie: First because I get to manage my schedule. So, based on my goals, I allow time for my family, for working out,
Description: As the interview continues the scene transitions to a shot of Laurie sitting by a large window happily chatting on the phone with a client. Her narration continues.
Laurie narration: and, of course, for work so I can reach my objectives.
Description: The scene transitions back to the conversation with the advisors around the table, beginning with a close up shot of Ryan cheerfully speaking with his fellow advisors. During this shot, we hear his voice as narration.
Ryan narration: One thing I'd change about my career, I'd like to speed up the first three months coming into the industry.
Description: The scene transitions to an interview with Ryan sitting in an office foyer. He is speaking to an interviewer who is off camera. A text title appears beside him: Ryan, Financial Security Advisor.
Ryan: It's a challenging first three months,
Description: As the interview continues the scene transitions to a shot of Ryan scrolling on his phone. Cut to a close up of Ryan’s face as her turns from the phone to his laptop, followed by a close up of his hands resting on his laptop. His narration continues.
Ryan narration: but once you get your feet wet you really see what the future can be.
Description: The scene transitions back to the interview shot of Ryan.
Ryan: It's a great, exciting career filled with limitless potential. It's all on you and what you make of it,
Description: Cut to a close up of Ryan.
Ryan: but if you put in the work there's the education there to help support you and the staff there to help guide you along the way and it's a great position to be in.
Description: The scene transitions to a wide shot of Lyndsey working on her laptop while speaking on the phone with one of her clients. The scene quickly cuts to a close up of the same shot. During these shots, we hear Lyndsey’s voice as narration.
Lyndsey narration: What I love most about being an advisor is how I connect with people every day,
Description: The scene transitions to an interview with Lyndsey sitting in an office. She is speaking to an interviewer who is off camera. A text title appears beside her: Lyndsey, Financial Security Advisor.
Lyndsey: and when I see the results of what work I've done with them and I get a handshake,
Description: Cut to a close up of Lyndsey.
Lyndsey: or especially when I get a hug at the end of the day, it's a really nice feeling to know that I've connected and that I've made a difference in someone's life.
Description: The scene transitions back to the conversation with the advisors around the table, beginning with a close up shot of Calvin doubling over in laughter. Beside him at the table, Laurie is also laughing.
[laughter]
Calvin: You guys, we’re a great team!
Description: The scene cuts to a reaction shot of Ryan and Lyndsey, sitting across the table from Calvin and Laurie. They both begin to break up in laughter.
Ryan: Teamwork! Teamwork!
Description: The scene transitions to a woman in business attire addressing the camera directly. A text title appears beside her: Abbie MacMillan, Abbie MacMillan, Vice-President, Advisor Practice Development and Talent
Abbie: If you're looking for a career that gives you the freedom to set your own schedule, push your limits and make a real difference in people's lives, check us out.
Description: The scene transitions to a white background with red text: Reach your potential with Canada Life. Another text line appears directly below: canadalife.com/advisorcareers. The Canada Life logo appears at the bottom of the screen. Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190
For Lyndsey, the flexibility of a career as a financial security advisor allows her to spend more time with her family.
Description: Lyndsey, a financial security advisor dressed in business attire smiles directly into the camera and begins to speak.
Lyndsey: Hi. I'm Lyndsey and I'm a financial security advisor.
[peppy acoustic music begins to play and continues for the length of the video]
Description: Cut to a series of family photos:
Lyndsey, her husband, and their five children at a restaurant
Lyndsey’s children and their friends sitting around a table at a party
Lyndsey’s children smiling and laughing as they pose for a
photo
Lyndsey’s children at a sporting event
Lyndsey and her husband smiling for a photo
Lyndsey narration: I have a large family, [laughs]…
Description: The photos continue:
Lyndsey and one of her sons passed out on the couch exhausted
Lyndsey and her family dressed in formal attire.
Lyndsey narration: …and there’s never a dull moment, so the flexibility of the job…
Description: Return to shot of Lyndsey addressing the camera.
Lyndsey: allows my family to be number one, and my career is also very successful.
Description: The scene transitions the Canada Life logo and text: Reach your potential with Canada Life canadalife.com/advisorcareers. A legal line appears: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190
Description: Lyndsey, a financial security advisor dressed in business attire smiles directly into the camera and begins to speak.
Lyndsey: Hi. I'm Lyndsey and I'm a financial security advisor.
[peppy acoustic music begins to play and continues for the length of the video]
Description: Cut to a series of family photos:
Lyndsey, her husband, and their five children at a restaurant
Lyndsey’s children and their friends sitting around a table at a party
Lyndsey’s children smiling and laughing as they pose for a
photo
Lyndsey’s children at a sporting event
Lyndsey and her husband smiling for a photo
Lyndsey narration: I have a large family, [laughs]…
Description: The photos continue:
Lyndsey and one of her sons passed out on the couch exhausted
Lyndsey and her family dressed in formal attire.
Lyndsey narration: …and there’s never a dull moment, so the flexibility of the job…
Description: Return to shot of Lyndsey addressing the camera.
Lyndsey: allows my family to be number one, and my career is also very successful.
Description: The scene transitions the Canada Life logo and text: Reach your potential with Canada Life canadalife.com/advisorcareers. A legal line appears: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190
Calvin explains what he loves about being a financial advisor.
Description: Calvin, a financial security advisor dressed in business attire looks directly into the camera and begins to speak.
Calvin: Hi, my name is Calvin. I'm a financial security advisor.
[peppy acoustic music begins to play and continues for the length of the video]
Description: Transition to a shot of Calvin’s briefcase quickly followed by a shot of Calvin smiling and posing for the camera.
Calvin narration: Being my own boss works for me…
Description: Return to shot of Calvin addressing the camera.
Calvin: …because I know me, and I am an entrepreneurial personality.
Description: Transition to a shot of Calvin walking towards the camera while he answers his phone. Cut to a closeup of him holding the phone.
Calvin narration: This career allows me to control my day,
Description: Return to shot of Calvin addressing the camera.
Calvin: …control my practice, and ultimately control my success.
Description: The scene transitions the Canada Life logo and text: Reach your potential with Canada Life canadalife.com/advisorcareers. A legal line appears: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190
Description: Calvin, a financial security advisor dressed in business attire looks directly into the camera and begins to speak.
Calvin: Hi, my name is Calvin. I'm a financial security advisor.
[peppy acoustic music begins to play and continues for the length of the video]
Description: Transition to a shot of Calvin’s briefcase quickly followed by a shot of Calvin smiling and posing for the camera.
Calvin narration: Being my own boss works for me…
Description: Return to shot of Calvin addressing the camera.
Calvin: …because I know me, and I am an entrepreneurial personality.
Description: Transition to a shot of Calvin walking towards the camera while he answers his phone. Cut to a closeup of him holding the phone.
Calvin narration: This career allows me to control my day,
Description: Return to shot of Calvin addressing the camera.
Calvin: …control my practice, and ultimately control my success.
Description: The scene transitions the Canada Life logo and text: Reach your potential with Canada Life canadalife.com/advisorcareers. A legal line appears: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190
Ryan's experience as a semi-professional hockey player helped prepare him for a career as a financial advisor.
Description: Ryan, a financial security advisor dressed in business attire looks directly into the camera and begins to speak.
Ryan: Hi. I'm Ryan. I'm a financial security advisor.
[peppy acoustic music begins to play and continues for the length of the video]
Description: A photo of two hockey teams as they stand at attention during the national anthem.
A photo of Ryan and other hockey players fighting for control of the puck in front of the goalie.
A photo of Ryan skating with the puck.
Ryan narration: My background as a semi-professional hockey player has helped me prepare for this career,
Description: Return to shot of Ryan addressing the camera.
Ryan: …the pressures we face, the time commitments, and the relationship building.
Description: The scene transitions the Canada Life logo and text: Reach your potential with Canada Life canadalife.com/advisorcareers. A legal line appears: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190
Description: Ryan, a financial security advisor dressed in business attire looks directly into the camera and begins to speak.
Ryan: Hi. I'm Ryan. I'm a financial security advisor.
[peppy acoustic music begins to play and continues for the length of the video]
Description: A photo of two hockey teams as they stand at attention during the national anthem.
A photo of Ryan and other hockey players fighting for control of the puck in front of the goalie.
A photo of Ryan skating with the puck.
Ryan narration: My background as a semi-professional hockey player has helped me prepare for this career,
Description: Return to shot of Ryan addressing the camera.
Ryan: …the pressures we face, the time commitments, and the relationship building.
Description: The scene transitions the Canada Life logo and text: Reach your potential with Canada Life canadalife.com/advisorcareers. A legal line appears: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190
Ready to take the first step toward building your business with Canada Life?
Canadians have trusted us to provide for their financial security needs and to deliver on our promises for over 170 years. It’s that strength and stability you and your clients will benefit from.
Here’s what some of our financial advisors say about finding a career that works for them:
Commission-based compensation rewards the work you put into building your client base. Our competitive compensation package includes:
- Supported income to start your career
- Up-front commissions
- Productivity-based bonuses
Ready to take the first step toward building your business with Canada Life?
Privacy
Protecting the privacy and confidentiality of your personal information is important to The Canada Life Assurance Company (“Canada Life”). Canada Life is committed to treating the personal information entrusted to it with respect, and in compliance with laws and regulatory standards at all times.
By agreeing to these terms of use, you consent to the collection, use and disclosure of your personal information, as described below. You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice.
Information collected
In connection with your application to become a Canada Life financial advisor, Canada Life will collect the following information (the “information”):
- Contact information (including, but not limited to, your name, postal address, email address, telephone number);
- Information you provide to Canada Life (in electronic form, hard copy, verbally, or otherwise) related to your application (including, but not limited to, cover letters and resumes); and
- Information provided by third parties (which you have consented to Canada Life gathering, or as otherwise required or permitted by law) related to your application (including, but not limited to, criminal background checks, credit checks, aptitude test evaluations and suitability questionnaires).
As you move through the financial advisor selection process, more information may be collected.
Purposes of collecting information
Canada Life may use the Information it collects for the following purposes:
- Processing your application to become a Canada Life financial advisor (including assessment and evaluation of your suitability to become a Canada Life financial advisor);
- To compare data about you against industry-standard suitability characteristics related to the role of a financial advisor;
- To answer your questions and enquiries;
- Transferring/providing your Information to third parties (which you have consented to Canada Life providing, or as otherwise required or permitted by law) for use/processing, including for obtaining criminal background checks, credit checks, aptitude testing evaluations, checking references;
- Including the information as part of your human resources and/or contract file, in the event you become a Canada Life financial advisor; and/or
- Evaluating Canada Life’s financial advisor recruitment process on an anonymized basis.
Use
Canada Life will collect and use the information for purposes described above.
Canada Life may convert the information into any available format (hard copy, electronic), and use and store it in accordance with these terms of use.
Members of Canada Life’s head office management and staff, third-party service providers contracted to assist with recruitment and selection activities, and persons or entities allowed access by law, may have access to the information collected by Canada Life. Access controls are implemented to ensure that the information is only accessed on a need-to-know basis for the purposes stated above.
Canada Life will not sell your information. Canada Life will not use your information for marketing, business or non-recruiting, unless you consent to such use.
Destruction
Canada Life will retain the information in compliance with Canada Life’s data storage and retention policies, and only as long as necessary to fulfill the identified purpose or as otherwise required or allowed by law.
Safeguards
Canada Life will ensure that the information collected is protected by appropriate security safeguards to protect personal information against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.
Access and rectification of the information
You have the right to access and rectify any of the information collected by Canada Life. If you wish to receive a copy of the information or if you wish to rectify any of the Information, please contact your consultant, advisor talent.
General legal
These terms of use are governed by the law of the Province of Ontario, and the laws of Canada applicable therein.
You agree that if Canada Life does not exercise or enforce any legal right or remedy which is contained in these terms of use (or which Canada Life has the benefit of under applicable law), this will not be a waiver of Canada Life’s rights, and those rights or remedies remain available to Canada Life.
If any provision of these terms of use is held to be illegal, invalid or unenforceable, this will not affect any other provision of these terms of use and these terms of use will be deemed amended to the extent necessary to make these terms of use legal, valid, binding and enforceable.
These terms of use may be changed or modified by Canada Life at any time.
Contact
If you have any questions regarding these terms of use, or our privacy practices, please contact your consultant, advisor talent.
SimpleProtect, Canada Life and design are trademarks of The Canada Life Assurance Company, a financial services firm in Quebec.