Join Canada Life as a Wealth Advisor in Calgary, offering personalized financial solutions and client relationship management. Ideal for candidates eager to grow with experienced advisors in a supportive environment.

Investment Planning

Counsel is now part of Canada Life, a leading name in wealth management. We seek a motivated Wealth Advisor with a Certified Financial Planner designation to expand an existing portfolio of high-net-worth clients.

Your role includes regular client meetings, delivering tailored solutions, and enhancing the client experience. Key Responsibilities:

- Maintain and grow client relationships effectively
- Deliver personalized wealth management solutions
- Conduct proactive meetings and calls with clients
- Educate clients on IPC's services and products
- Provide a world-class client experience

Requirements:

- Minimum 3 years of relevant industry experience
- Solid relationship-building skills
- Completion of CSC/CPH required
- Certified Financial Planner (CFP) designation preferred
- Ability to leverage technology for client enhancement

Bring your expertise in financial planning and your passion for client engagement to Canada Life in Calgary.

📌 Wealth Advisor at Canada Life Calgary
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Calgary