Experienced Financial Advisor at IPC

Join Investment Planning Counsel (IPC) as a Financial Advisor, utilizing your expertise in wealth management and financial planning to foster long-term client relationships. This role emphasizes high-touch service in a permanent full-time, client-focused setting.
IPC, under Canada Life, seeks a growth-oriented advisor with over five years in wealth management. Key responsibilities include client engagement, portfolio oversight, and financial planning strategy. You’ll lead the team while ensuring a remarkable client experience through proactive communication and compliance with best practices.
Key Responsibilities:
• Engage clients in meetings and discussions effectively
• Develop comprehensive financial plans with applicable tools
• Support portfolio construction across insurance and investment platforms
• Identify opportunities for deepening client relationships
• Contribute to ongoing process improvements and team initiatives
Requirements:
• Minimum five ye...