Permanent Full TimeInvestment 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. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.We’re looking for an established, growth-oriented advisor who has built long‑term client relationships, focuses on disciplined planning, and a high-touch service model. This is an opportunity for an experienced professional to step into a mature, well‑managed book of business and play a meaningful role in client relationships, financial planning, and the continued growth of the practice. The successful candidate will lead the team, have direct exposure to clients while contributing to planning strategy, portfolio oversight, and ongoing client engagement.What You Will DoClient Engagement & ExperienceParticipate in client meetings and progressively take on a more active role in discussionsBuild trusted relationships with clients through responsive, skilled communicationEnsure a consistent, high-quality service experience aligned with the team’s standardsFinancial Planning & Advice DeliveryDevelop and maintain comprehensive financial plans using planning toolsContribute to planning strategy, including retirement, tax,



and risk considerationsMonitor client progress and update plans as circumstances evolveWealth & Portfolio OversightSupport portfolio construction across both investment and insurance platformsMonitor client allocations to ensure alignment with client objectives across segregated funds (primary component of the book) and mutual fundsConduct research on approved seg fund mandates, guarantees and insurance carriersImplement investment strategies that balance growth, downside protection, and estate outcomesPractice Growth & ContributionIdentify opportunities to deepen existing client relationships through insurance reviews, estate and beneficiary optimization, consolidation of external assets into managed/insurance solutionsSupport business development initiatives and client retention effortsContribute to continuous improvement of processes and client experienceWhat You Will BringMinimum 5+ years in wealth management or financial advisoryDemonstrated experience in financial planning and client-facing workExposure to portfolio construction and investment strategy beyond administrationStrong judgment, professionalism, and relationship-building capabilityLicensing & DesignationsActive LLQP licensing – requiredActive MFDA or IIROC licensing – requiredCFP designation – strongly preferredTechnology & Working EnvironmentYou will be expected to work effectively within a structured advisory platform, including CRM systems for client management, financial planning software,



and ongoing reporting and portfolio monitoring processes. Comfort with technology is essential, not just for efficiency, but for enhancing the client experience.The base salary for this position is between$71,900 - $119,800annually. This represents base salary only and does not represent other variable compensation components of our total compensation (e.G. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.What we offerCareer 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 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 additional investment options.Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!Emphasis on Community: We provide a workplace where employees feel connected and supported through 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 [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.#J-18808-Ljbffr

📌 Financial Advisor - Edmonton - C$71,900 - C$119,800 A Year (Winnipeg)
🏢 Investment Planning Counsel
📍 Winnipeg