Wealth Advisor

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Edmonton; On-site; CAD 57,000 - 100,000; Full time

Benefits offered by this job

Education reimbursement

Health & dental benefits

Mental health benefit

Volunteer day

Pension plan

Share ownership program

Employee discounts

ERGs and mentorship

Job summary

Canada Life’s Investment Planning Counsel (IPC) is a leading independent wealth management firm that became part of Canada Life in 2023, creating one of Canada’s leading wealth providers. The base salary for this role ranges from CAD 56,900 to 99,700 annually, with potential for additional bonuses and compensation components.

The position can be located in Edmonton, Calgary, or Regina, reflecting the organization's flexible regional footprint.

Qualifications

• Post-secondary education in Business and/or 3-5 years of industry experience
• Completion of CSC/IFIC required
• 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
• 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

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

Relationship-building

Client meetings

Analytical thinking

Self-motivated

Entrepreneurial mindset

Sound judgment

Performance-driven

Discretion with sensitive information

Education

Post-secondary education in Business

CSC/IFIC

CFP/CIM or equivalent

Tools

Mutual Fund Dealer licensed

IIROC

FSRA credential (holding out as financial advisor)

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 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). 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’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.