Financial Advisor with IPC at Canada Life

5 days ago
Edmonton, Division No. 11, Canada Canada Life Full-time
Become a Financial Advisor with IPC, part of Canada Life, specializing in personalized wealth management and client relationships. This full-time role is designed for those eager to impact clients' financial futures. Investment Planning Counsel, backed by Canada Life, focuses on helping clients achieve long-term financial success. In this position, you would be responsible for maintaining client communication and providing tailored wealth solutions, benefiting from a collaborative environment and access to unparalleled resources.

Key Responsibilities
• Craft personalized wealth management solutions for clients
• Build and deepen relationships with each client
• Schedule and lead regular client meetings and calls
• Educate clients about IPC’s diverse financial products
• Showcase IPC’s value proposition to clients

Requirements:
• Post-secondary education with 3-5 years of experience
• Must possess CSC/IFIC and Mutual Fund Dealer licenses
• Professional credentials like CFP or CIM are a plus
• Strong critical thinking and judgment skills essential
• FSRA approved credential required for advisory functions Join IPC at Canada Life and contribute to enriching clients’ financial well-being. #J-18808-Ljbffr

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