Wealth Advisor

Canada Life; Edmonton; On-site; CAD 57,000 - 100,000; Full time

Benefits offered by this job

Education reimbursement

Health & Wellness benefits

Volunteer day

Pension plan

Employee discounts

ERGs & mentorship

Job summary

Canada Life, a leading wealth provider in Canada, seeks an Investment Planning Counsel to deliver personalized wealth management solutions and cultivate long-term client relationships. The role supports meetings with clients, education on IPC products, and leveraging technology to enhance client experiences.

Ideal candidates have a business background and 3–5 years' industry experience, CSC/IFIC completed, and Chartered credentials are assets.

Qualifications

• Post-secondary education in Business and/or 3–5 years of industry experience.
• Mutual Fund Dealer licensed / IIROC
• Professional accreditation (CFP, CIM, or equivalent) is considered an asset.
• Ability to think critically and use sound judgment when serving clients.

Responsibilities

• Deliver personalized wealth management solutions to help clients work toward their long-term financial goals.
• Develop and deepen client relationships.
• Conduct regular meetings and calls with clients.
• Educate clients about all of the products, solutions, and services IPC provides.
• Promote the value proposition of IPC.
• Leverage relationship-building skills with a commitment to establishing long-term client relationships.
• Use technology to enhance client experiences.

Skills

Client relationships

Meetings with clients

Communication

Financial know-how

Critical thinking

Self-motivated

Education

Business degree or equivalent

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 serves the 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.

What you will do:

• Deliver personalized wealth management solutions to help clients work toward their long-term financial goals
• Develop and deepen client relationships
• Conduct regular meetings and calls with clients
• Educateclientsabout all of the products, solutions, and services IPC provides
• Promote the value proposition of IPC
• Leverage Relationship-building skills with a commitment to establishing long-term client relationships
• Use technology to enhance client experiences

What you will bring:

• Post-secondary education in Business and/or 3-5 years of industry experience
• Completion of CSC/IFIC required
• Mutual Fund Dealerlicensed / IIROC
• Professional accreditation (CFP, CIM, or equivalent) is considered an asset
• Ability to think critically and use sound judgment when serving clients
• Strong desire for performance-driven compensation
• A self-motivated, highly driven and entrepreneurial personality
• A Criminal Record and Credit background check is mandatory as a condition of employment
• This role requires a FSRA approved credential for holding out as a financial advisor

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Edmonton, Calgary, Regina.

The base salary for this position is between $56,900 - $99,700 annually. 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. 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.

What we offer

• 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.