Wealth Advisor

Canada Life; Calgary; On-site; CAD 75,000 - 125,000; Full time

Benefits offered by this job

Education reimbursement

Health benefits

Mental health benefit

Volunteer day

Pension plan

Employee stock ownership

Employee discounts

Job summary

Canada Life, a major provider of wealth management, seeks a Wealth Advisor in Calgary to take over an existing high-net-worth book. You will deliver wealth strategies, educate clients, and work with senior advisors in a full-time role.

Requirements include CFP designation (asset) and CSC/CPH; 3+ years in client-facing financial services; licensed to Investment Dealer beneficial. Competitive base salary and incentives.

Qualifications

• CFP designation is an asset or required.
• CSC/CPH required; CIM or equivalent is an asset.
• Minimum 3 years of client-facing financial services experience.

Responsibilities

• Maintain and grow existing client relationships.
• Deliver personalized wealth management solutions for long-term goals.
• Conduct regular proactive meetings with clients.
• Educate clients on IPC products and services.
• Provide a world class client experience.
• Promote IPC value proposition.

Skills

Relationship-building

Tech-savvy

Performance-driven

Entrepreneurial

Critical thinking

Education

Post-secondary education in Business

CSC/CPH required

Tools

Investment Dealer License

Job description

Permanent Full Time

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.

In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

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.

What You Will Do

• Maintain and grow existing client relationships.
• Deliver personalized wealth management solutions to existing clients and help them work toward their long-term financial goals
• Conduct regular proactive meetings and calls with clients
• Educate clients about all of the products, solutions, and services IPC provides
• Provide a world class client experience.
• Promote the value proposition of IPC

What You Will Bring

• Relationship-building skills with a commitment to establishing long-term client relationships
• Ability to leverage technology to enhance client experiences
• Strong desire for performance-driven compensation
• A self-motivated, highly driven and entrepreneurial personality
• 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
• Completion of CSC/CPH required
• Certified Financial Planner (CFP) is an asset
• Investment Dealer Licensed
• 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.

The base salary for this position is between $75,000 - $125,000 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

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. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver - for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

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:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.