Join Investment Planning Counsel as a permanent, full-time Advisor Growth and Succession Specialist, spearheading initiatives to enhance advisor relations and business expansion in the wealth management sector.

Following its acquisition by Canada Life, IPC is looking for a results-driven individual to enhance its advisor distribution network. This role involves close collaboration with internal teams, leveraging market insights, and developing tailored solutions to facilitate advisor growth and succession planning. You are pivotal in connecting with a diverse range of advisors.

Key Responsibilities:



• Create and implement business strategies for growth • Identify and cultivate recent advisor relationships • Collaborate with key leaders on growth initiatives • Support succession planning with advisors • Deliver valuable market insights and competitive data

Requirements: • Experience in wealth management or insurance sales • Proven relationship-building and influencing capabilities • Strong knowledge of sales strategies and wealth products • Excellent presentation and organizational skills • Relevant industry designations an asset

Capitalize on your expertise in advisor growth and relationship management at IPC to meaningfully impact the wealth landscape.

📌 Advisor Growth Specialist in Mississauga (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg