Associate Advisor

2 weeks ago


Edmonton, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) est l’une des sociétés de gestion de patrimoine indépendante qui croît le plus rapidement au Canada. Notre groupe diversifié est constitué de personnes orientées sur un objectif : aider les conseillers à bâtir une meilleure entreprise en offrant une expérience client remarquable.

IPC est un chef de file de l’industrie et connaît une croissance rapide partout au Canada. Nous sommes donc à la recherche d’une conseillère associée ou d’un conseiller associé – une personne qui est prête à apprendre et à accomplir toutes les fonctions associées à la planification financière tout en étant mentorée par une conseillère ou un conseiller chevronné.

 Quel est le rôle de la conseillère associée ou du conseiller associé?

  • Offrir une expérience client exceptionnelle et répondre à toutes les demandes des clients en temps opportun
  • Apprendre et mettre en pratique notre processus de planification financière primé
  • Utiliser notre logiciel de planification financière pour élaborer et mettre à jour des programmes financiers
  • Préparer les documents requis et les traiter correctement pour assurer la conformité
  • Surveiller la pertinence des portefeuilles de placement sur une base continue
  • Chercher des produits approuvés pour la vente par l’intermédiaire d’IPC Securities Corporation et d’IPC Investment Corporation
  • Collaborer avec l’équipe Pinacle pour atteindre les objectifs collectifs, offrir une protection et former les nouveaux membres de l’équipe
  • Effectuer des tâches inhabituelles, au besoin

Quels traits de personnalité et quelles aptitudes devez-vous posséder?

  • Capacité et volonté d’établir des relations durables avec les clients
  • Capacité de tirer parti de la technologie pour améliorer l’expérience client
  • Préférence marquée pour une rémunération fondée sur le rendement
  • Grande motivation personnelle, dynamisme et esprit d’entreprise
  • Capacité de faire preuve d’esprit critique et de discernement dans le cadre de la prestation de services aux clients

Quelle qualification professionnelle devez-vous avoir?

  • Diplôme d’études postsecondaires en affaires ou dans un domaine connexe
  • Minimum de deux ans d’expérience dans le secteur des services financiers
  • Réussite du cours de l’Institut des fonds d’investissement du Canada et du cours sur le commerce des valeurs mobilières au Canada
  • Permis de fonds communs de placement (ACCFM) ou de valeurs mobilières (OCRCVM), un atout
  • Accréditation professionnelle (CFP, CIM ou titre équivalent), un atout

Qu’est-ce que la # VieChezIPC?

  • Un soutien extraordinaire grâce à une formation de premier plan qui vous aidera à réussir dans vos fonctions
  • D’extraordinaires occasions en matière d’engagement communautaire grâce à IPC Cares
  • Des avantages extraordinaires : des garanties collectives qui répondent à vos besoins, un régime de retraite, un régime d’achat d’actions, un programme de rabais d’entreprise, des événements sociaux, un horaire d’été et beaucoup de plaisir
  • Des marques de reconnaissance extraordinaires : des félicitations, un programme d’étoiles, la présentation des étoiles montantes et un cercle d’excellence
  • Des équipes de leaders extraordinaires qui connaissent votre nom

Si vous connaissez une personne à qui ce rôle conviendrait, faites-lui parvenir cet avis de poste à pourvoir et encouragez-la à postuler

Si vous poursuivez le processus de sélection, veuillez nous aviser de toute adaptation particulière dont vous pourriez avoir besoin. Tous les renseignements que vous nous fournirez demeureront absolument confidentiels.

#J-18808-Ljbffr

  • Edmonton, Canada Alberta Medical Association Full time

    The Alberta Medical Association is recruiting for the temporary position of **Associate Insurance Advisor** with our ADIUM Insurance Services area. This position is currently temporary till December 31, 2024, with possibility of extension. **Why work for the AMA?** At the AMA, we know that employees are fundamental to our success as an organization and our...


  • Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Governance Advisor

    4 weeks ago


    Edmonton, Canada Government of Alberta Full time

    Advanced Education supports Albertans by providing the education and training opportunities they need to prepare for the workforce. This is accomplished by approving programs of study; funding public post-secondary institutions and other adult learning providers; providing financial aid for learners; registering and certifying apprentices; and, supporting...

  • Parking Advisor

    7 days ago


    Edmonton, Canada Government of Alberta Full time

    **Job Information** Job Requisition ID: 57091 Ministry: Infrastructure Location: Edmonton Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Permanent/Temporary: Ongoing Scope: Open Competition Closing Date: April 26, 2024 Classification: Subsidiary 01B 3625 Administrative Support 5 **Salary**: $1,913.27 to $2,342.49 bi-weekly ($49,936 -...


  • Edmonton, Canada Chopek & Associate Professional Corporation Full time

    We are currently seeking a Full-time CPA Student or a Newly designated CPA for our growing team. Chopek & Associates is a fast-growing accounting, tax and business consulting firm in Edmonton serving clients across Alberta. Our team of professionals use cutting-edge technology to drive growth while providing our clients with expert advice across diverse...


  • Edmonton, Alberta, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Advisor Internship Program (AIP)How Does The Role Impact The...

  • Safety Advisor

    4 days ago


    Edmonton, Canada Manufacturers' Health & Safety Association Full time

    **JOB POSTING** **TITLE: SAFETY ADVISOR** **Full Time - Edmonton, AB** The Manufacturers’ Health and Safety Association (MHSA) is one of the leading Health and Safety Associations and Certifying Partners in the province of Alberta. Our mission is to achieve worksite wellness and reduce occupational injuries and illnesses in the manufacturing industry....


  • Edmonton, Canada University of Alberta Full time

    **FGSR Grad Studies & Rsrch Admi**: - Competition No. **S107750916** - Posting Date **Apr 19, 2023** - Closing Date **May 02, 2023** - Position Type **Full Time - Operating Funded** - Salary Range **$47,210 to $63,741 per year** - Grade **07** - Hours **35** This position is a part of the Non-Academic Staff Association (NASA) This position offers a...

  • Student Advisor

    4 weeks ago


    Edmonton, Canada University of Alberta Full time

    **EDU Dean Of Education**: - Competition No. **S107551459** - Posting Date **Jul 11, 2023** - Closing Date **Jul 18, 2023** - Position Type **Full Time - Operating Funded** - Salary Range **$51,055 to $69,342 per year** - Grade **08** - Hours **35.00** This position is a part of the Non-Academic Staff Association (NASA). This position has a term...

  • Service Advisor

    4 days ago


    Edmonton, Canada Koch Ford Lincoln Full time

    We are seeking a highly motivated and customer-oriented individual to join our team as a Service Advisor. As a Service Advisor, you will be the primary point of contact for customers bringing their vehicles in for service or repair. Your role will involve providing exceptional customer service, assessing vehicle issues, and recommending necessary repairs or...

  • Service Advisor

    4 weeks ago


    Edmonton, Canada Trimac Transportation, Ltd (ND) Full time

    **Service Advisor (North America)** **Bilingual in French and English preferred** **WHY TRIMAC?** **THE ROLE** The Service Advisor will be a member of a team accountable for the ongoing delivery of services to the Truck Line group by dealing with all preventative issues that arise for our equipment. **RESPONSIBILITIES** - Being the face of National Tank...

  • Executive Advisors

    4 weeks ago


    Edmonton, Canada Government of Alberta Full time

    **Job Information** Job Requisition ID: 53089 Ministry: Education Location: Edmonton Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Permanent/Temporary: Permanent Scope: Open Competition Closing Date: January 31, 2024 Classification: Management Manager Zone 2 (M41Z2) **Salary**: $3,147.32 to $4,235.37 bi-weekly ($82,145 -...


  • Edmonton, Canada Scotiabank Full time

    Purpose  Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.  The primary purpose...

  • Product Advisor

    6 days ago


    Edmonton, Canada West Edmonton Volkswagen Full time

    Are you a skilled and driven Product Advisor with a proven track record in the automotive industry? We are thrilled to offer an exciting opportunity to join our dynamic team at the brand-new West Edmonton Volkswagen facility. As a key player in our operations, you will contribute to the sale of vehicles with clients and play an essential role in driving our...


  • Edmonton, Canada Direct Travel Full time

    **Leisure Travel Advisor** **-** **Medicine Hat, AB** **Position Overview** As key members of the Vision Travel team, Leisure Travel Advisor will be responsible for the successful completion of leisure travel arrangements for Vision Travel clients. This role will work closely with Leisure Travel team members within the Medicine Hat, AB branch and report to...


  • Edmonton, Canada Direct Travel Full time

    **Leisure Travel Advisor** **-** **Edmonton, AB** **Position Overview** As key members of the Vision Travel team, Leisure Travel Advisor will be responsible for the successful completion of leisure travel arrangements for Vision Travel clients. This role will work closely with Leisure Travel team members within the Edmonton, AB branch and report to the...


  • Edmonton, Canada Scotiabank Full time

    Requisition ID: 153102 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Edmonton, Canada Scotiabank Full time

    Requisition ID: 153103 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Edmonton, Canada Atco Ltd. Full time

    Always there. Anywhere. That’s us! A team committed to delivering inspired solutions for a better world. We care for our communities and each other, and we are committed to showing up for those who need us. We value and encourage diversity, and we have the courage to do the right thing, even when it’s hard. We’re looking for someone who cares about...