Financial Advisor with IPC at Canada Life (Regina)

Financial Advisor with IPC at Canada Life (Regina)

24 Sep
|
Canada Life
|
Regina

24 Sep

Canada Life

Regina

Become a Financial Advisor with IPC, part of Canada Life, specializing in personalized wealth management and client relationships. This full-time role is designed for those eager to impact clients' financial futures.

Investment Planning

Counsel, backed by Canada Life, focuses on helping clients achieve long-term financial success. In this position, you would be responsible for maintaining client communication and providing tailored wealth solutions, benefiting from a collaborative environment and access to unparalleled resources. Key Responsibilities:

- Craft personalized wealth management solutions for clients
- Build and deepen relationships with each client
- Schedule and lead regular client meetings and calls
- Educate clients about IPC’s diverse financial products
- Showcase IPC’s value proposition to clients Requirements:
- Post-secondary education with 3-5 years of experience
- Must possess CSC/IFIC and Mutual Fund Dealer licenses
- Skilled credentials like CFP or CIM are a plus
- Strong critical thinking and judgment skills essential
- FSRA approved credential required for advisory functions Join IPC at Canada Life and contribute to enriching clients’ financial well-being.

📌 Financial Advisor with IPC at Canada Life (Regina)
🏢 Canada Life
📍 Regina

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