Take your advisory skills to the next level with Investment Planning Counsel (IPC), part of Canada Life, in Edmonton. Focus on building long-term client relationships and disciplined financial planning.
IPC is in search of an accomplished advisor with over five years of wealth management experience. You will play an integral role in managing a mature book of clients, contributing to strategic planning and ensuring a premium service experience aligned with industry standards.
Key Responsibilities:
• Lead client discussions with skilled engagement
• Build and maintain trusted client relationships
• Create tailored financial plans using expert tools
• Oversee portfolio construction and monitor allocations
• Assist in business development and client retention efforts
Requirements:
• 5+ years in wealth management or financial advisory
• Active LLQP and MFDA or IIROC licensing necessary
• Robust professionalism and decision-making skills
• Background in investment strategy and portfolio oversight
• CFP designation strongly preferred for elevated capability
Enhance client journeys with your advisory expertise at IPC under Canada Life.
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📌 Experienced Financial Advisor At Ipc Edmonton
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Edmonton