25 Sep
|
Canada Life
|
Winnipeg
25 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 • Solid 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 (Winnipeg)
🏢 Canada Life
📍 Winnipeg