Wealth Management Advisor at Canada Life

Elevate your financial advisory career with Canada Life at Investment Planning Counsel (IPC). This full-time position focuses on building client relationships and providing tailored financial planning solutions in a supportive environment.
IPC is looking for an established advisor with a growth mindset and at least five years of experience in wealth management. You will develop financial plans, support portfolio oversight, and actively engage in client discussions to enhance their financial strategies. This role also emphasizes continuous improvement in client service and business development initiatives.
Key Responsibilities:
• Build trusted client relationships with professional communication
• Monitor client portfolios and adjust strategies as needed
• Identify and leverage opportunities for insurance and estate optimization
• Contribute to business development and client retention strategies
• Maintain high-quality service aligned with IPC standards
Requirem...