Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice. At IPC, we’ve designed every aspect of the Wealth Advisor role with you in mind. Join our highly regarded Investment Planning Counsel office located in Calgary.

We are a full-service advisory firm, who take pride in providing comprehensive wealth planning strategies in a well-appointed office environment. Our team members are not just financial planning professionals; we are community leaders and partners. You would be joining an energetic, hard-working, culture-focused team that is deeply passionate about supporting local community organizations and making a difference in the lives of the families we serve.

We are looking for a highly motivated candidate holding their Certified Financial Planner (CFP) designation and is willing to grow their business working side‑by‑side with senior wealth advisors. You would also have the daily support of our experienced administrative client support specialists.



Deliver personalized wealth management solutions to existing clients and help them work toward their long-term financial goals Relationship-building skills with a commitment to establishing long-term client relationships Strong desire for performance-driven compensation Ability to think critically and use sound judgment when serving clients Post-secondary education in Business and/or a minimum of 3 years of industry experience in a client facing position Certified Financial Planner (CFP) is an asset Professional accreditation (CFP, CIM, or equivalent) is considered an asset We are looking for an accredited, experienced Wealth Advisor to take over an existing book of high-net-worth clients.

This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: Flexible health and dental advantages,plus a $5,000 mental health benefit to support your well-being.

Time Off : In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.

Financial Security : Company-matching pension plan,share ownership program andadditionalinvestment options. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Financial Planner, Investment Retirement Planning (Calgary)
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📍 Calgary