Permanent Full Time Investment Planning Counsel (IPC) is Canada’s leading independent wealth management firm. What You Will Do Maintain and grow existing client relationships. Deliver personalized wealth management solutions to existing clients and help them work toward their long‑term financial goals. Conduct regular proactive meetings and calls with clients. Educate clients about all of the products, solutions, and services IPC provides. Provide a world‑class client experience. Promote the value proposition of IPC. What You Will Bring Relationship‑building skills with a commitment to establishing long‑term client relationships. Ability to leverage technology to enhance client experiences. Strong desire for performance‑driven compensation. A self‑motivated, highly driven and entrepreneurial personality. Ability to think critically and use sound judgment when serving clients. Post‑secondary education in Business and/or 3–5 years of industry experience. Completion of CSC/CPH required. Investment Dealer Licensed. Professional accreditation (CFP, CIM, or equivalent) is considered an asset. Accredited, experienced Wealth Advisor willing to take over an existing book of high‑net‑worth clients.



The base salary for this position is between $71,900 and $119,800 annually. This represents base salary only and does not include other variable compensation components of our total compensation. What we offer 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 perks, plus a $5,000 mental health benefit. 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: Workplace supports Employee Resource Groups, mentorship programs, social clubs and events. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact All information provided will be handled in accordance with applicable laws and Canada Life policies. #J-18808-Ljbffr

📌 Wealth Advisor - Oakville, On - C$71,900 - C$119,800 A Year (Toronto)
🏢 Investment Planning Counsel
📍 Toronto