Wealth Advisor

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Calgary; On-site; CAD 75,000 - 125,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Emphasis on Community

Job summary

Investment Planning Counsel (IPC) in Calgary is seeking a highly motivated Wealth Advisor with CFP designation to grow an existing book of high-net-worth clients. You will work side-by-side with senior wealth advisors and receive daily support from administrative client specialists.

The role emphasizes maintaining client relationships, delivering wealth management solutions, and educating clients on IPC products and services to ensure a world-class client experience.

Qualifications

• 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.
• Professional accreditation (CFP, CIM, or equivalent) is considered an asset.

Responsibilities

• 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

Skills

Relationship-building

Tech-savviness

Performance-driven

Entrepreneurial spirit

Critical thinking

Business education

CSC/CPH

CFP asset

CFP/CIM asset

Take over high-net-worth book

Education

CSC/CPH

CFP or CIM or equivalent

3+ years client-facing experience

Job description

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
• 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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. 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.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 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity: We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

Location

Calgary, AB, CA