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 cooperative environment and access to unparalleled resources.Key Responsibilities:Craft personalized wealth management solutions for clientsBuild and deepen relationships with each clientSchedule and lead regular client meetings and callsEducate clients about IPC's diverse financial productsShowcase IPC's value proposition to clientsRequirements:Post-secondary education with 3-5 years of experienceMust possess CSC/IFIC and Mutual Fund Dealer licensesProfessional credentials like CFP or CIM are a plusStrong critical thinking and judgment skills essentialFSRA approved credential required for advisory functionsJoin IPC at Canada Life and contribute to enriching clients' financial well-being.

📌 Financial Advisor With Ipc At Canada Life (Edmonton)
🏢 Canada Life
📍 Edmonton