Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

We are looking for a Regional Director, IPC Wealth to join Canada Life. Reporting to the Head of Advisor Partnerships & Engagement, IPC Wealth, you will play a key role in strengthening advisor relationships and driving growth across the IPC Wealth dealership. Acting as a trusted business partner and brand ambassador, you will work closely with top advisors, internal leaders, and centres of excellence to increase engagement, deepen adoption of IPC Wealth solutions, and enhance the overall advisor experience.

This role combines relationship management, business development, strategic planning, and distribution leadership.

Work location will be dependent on business needs and the availability of an IPC/Canada Life office in or near the candidate's location.

Advisor Relationship Management: Develop and maintain strong relationships with IPC advisors and strategic partners to support advisor growth and business success.

Business Development: Identify opportunities to increase advisor engagement, drive asset growth, and expand utilization of IPC Wealth services and solutions.

Advisor Practice Growth: Partner with advisors to help identify business opportunities, improve practice effectiveness, and enhance client engagement strategies. Build strong working relationships across Canada Life, IPC Wealth, Financial Horizons,



and other distribution channels to ensure alignment and maximize business impact.

Market Insights: Share industry trends, competitive intelligence and advisor feedback to help influence strategic decisions and business priorities.

Wealth Industry Experience: Strong knowledge of the wealth management industry, advisor distribution channels, and the Canadian wealth dealership ecosystem.

Relationship Building Skills: Proven ability to establish credibility, influence stakeholders, and maintain strong advisor relationships.

Business Development Acumen: Demonstrated success supporting advisor growth, asset gathering, or distribution-related initiatives.

Strategic Thinking: Ability to assess advisor opportunities, identify growth strategies, and execute business development plans.

Consultative Approach: Strong coaching, influencing, and partnership skills with an advisor-first mindset. Problem-Solving Skills: Ability to navigate complex advisor situations and build practical, business-focused solutions. Ability to thrive in a dynamic environment and respond effectively to changing advisor and business needs.

Relevant wealth management designations such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA),



Financial Planner (F.Pl.), or other related industry credentials are considered an asset.

Mobility: Ability to travel within the assigned region to support advisors and participate in meetings, events, and business development activities. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity.

Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. We’re committed to supporting our employees through every stage of their career.

Here’s what you can expect as a full-time or part-time permanent team member: Career Development: Versatile health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 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 additionalinvestment options.

Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. All information provided will be handled in accordance with applicable laws and Canada Life policies.

📌 Regional Director, IPC Wealth (LaSalle)
🏢 Canada Life
📍 LaSalle