Job Description
Base + Comm
For more than 30 years, LP Financial Planning Services Ltd. has supported advisors through personalized, boutique solutions tailored to their unique practices and clients. Innovation, flexibility, and meaningful partnerships are at the core of how we help advisors succeed.
Our strategic partnership with Canada Life strengthens that foundation. It expands access to broader expertise and global scale—allowing LP and its advisors to grow, evolve, and deliver even greater value, while preserving the trusted experience advisors and clients rely on.
Position Summary
The position will be responsible for delivering outstanding financial services to a diverse book of in-house clients, including high-net-worth households. The role includes leadership responsibilities, providing guidance to the Associate Advisor and contributing to strategic business growth through client retention and the expansion of assets under management. This is a fully of...