Join The Team
Why Join Us
At LifePlan being a Financial Consultant doesn’t mean you are alone to manage yourself. We form a partnership with you and guide you through expectations and learning and development towards ultimate success.
Our expert team of insurance and investment advisors will help you navigate through the highs and lows. We will provide you with the right coaching, knowledge, strategies and lead you towards maximizing your growth potential for your business. You will be in the driver’s seat and in charge of your goals and success.
As a new consultant you will receive training to master the fundamentals in sales concepts through in class and online settings. You will also be provided training in using our Advisor Intelligence technology platform.
You will have the opportunity to work with our experienced financial consultants and managers to learn the art of sales to foster a winner’s mindset.
Open Roles
Associate Financial Advisor
A passionate and self-motivated individual who using innovative, disruptive technology and help people with their Insurance, Investment and Financial Planning needs.
Financial Consultant
As a financial consultant your goal is to help clients create viable plans for managing their finances given their unique individual and family situations.
Social Media Associate
The Social Media Associate will plan, develop and share the content to advocate financial literacy and the importance of building and protecting the wealth for individuals and families.
Marketing Campaign Specialist
The Marketing Campaign Specialist will plan, develop, execute and monitor the performance of campaigns and provide all the resources required to meet sales targets.
Senior Insurance Business Development Manager
This role will oversee the recruitment, selection, onboarding, coaching, and support of insurance advisors. This individual should be skilled in leveraging their industry and community contacts to grow our team of advisors.
Not sure about the role?
Do you think you have the skills that will benefit us?
Send your resume to careers@lifeplaninvestments.ca