24 Sep
|
Canada Life
|
Winnipeg
24 Sep
Canada Life
Winnipeg
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 • Professional 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. #J-18808-Ljbffr
📌 Financial Advisor with IPC at Canada Life (Winnipeg)
🏢 Canada Life
📍 Winnipeg