Elevate client financial journeys as a Wealth Advisor with Investment Planning Counsel in Calgary. Leverage your Certified Financial Planner (CFP) designation to deliver tailored wealth management solutions.
Investment Planning Counsel is a premier independent firm that fosters a robust advisor-client relationship. As a Wealth Advisor, you will maintain and expand existing client connections, ensuring a personalized and world-class client experience. Your daily responsibilities will include proactive meetings, educating clients on IPC’s offerings, and building long-term financial strategies.
Key Responsibilities:
• Maintain and grow relationships with high-net-worth clients
• Deliver personalized wealth management solutions and advice




• Conduct regular meetings and proactive communications with clients
• Educate clients about IPC’s diverse products and services
• Foster a world-class client experience every step of the way
Requirements:
• Minimum of 3 years in a client-facing financial role
• Certified Financial Planner (CFP) designation preferred
• Successful completion of CSC/CPH required
• Robust relationship-building and critical thinking skills
• Investment Dealer Licensed and experience with high-net-worth clients
Harness your expertise and entrepreneurial spirit as you support IPC’s mission in Calgary.
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📌 Wealth Advisor At Investment Planning Counsel Calgary (Canada)
🏢 Canada Life
📍 Canada