Pinnacle

7 months ago

Mississauga, Canada Investment Planning Counsel Full time

**Wealth Advisor**

With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients?

**Are you the type of person that is**:

- **Empathetic** to the needs of your clients?
- **Focused** internally to accomplish goals and keep your eye on the prize?
- **Responsible** and accountable for your successes and failures?
- **Optimistic** when faced with challenges?
- **Driven** to compete, succeed, and win?

**_IF SO, WE WANT YOU TO JOIN OUR TEAM OF WINNERS_**

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. 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.

**What is the role of the **Wealth** Advisor?**
- 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

**What traits and competencies should a **Wealth** Advisor possess?**
- 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

**What are the preferred qualifications for a **Wealth** Advisor?**
- Post-secondary education in Business and/or 3-5 years of industry experience
- Completion of CSC/IFIC required
- IIROC licensed
- Professional accreditation (CFP, CIM, or equivalent) is considered an asset

**What is #lifeatIPC?**
- Awesome support in providing industry-leading training to help you succeed in your role
- Awesome community involvement opportunities through IPC Cares
- Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
- Awesome recognition: kudos, all-star program, rising star, and the circle of excellence
- Awesome Leadership teams that know your name

If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply
- If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence._

**Conseillère ou conseiller en gestion du patrimoine**

Grâce à votre formation, à vos compétences et à votre expérience, vous menez une brillante carrière dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu’à réussir sur le plan professionnel? Un cabinet qui vous permet d’offrir à vos clients une planification exhaustive fondée sur les objectifs?

**Êtes-vous une personne**:

- Qui a une compréhension **empathique** des besoins de ses clients?
- Qui est **concentrée** sur l’atteinte des objectifs et qui garde la récompense en tête?
- Qui est **responsable** de ses réussites et de ses échecs?
- Qui est **optimiste** lorsqu’elle rencontre des défis?
- Qui est **motivée** à rivaliser avec les autres, à réussir et à gagner?

**_SI VOUS ÊTES CETTE PERSONNE, NOUS VOULONS VOUS AVOIR AU SEIN DE NOTRE ÉQUIPE GAGNANTE_**

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. Au cours des 25 dernières années, nos conseillers ont aidé les investisseurs à réaliser leurs rêves au moyen d’une bonne planification financière et de conseils complets en gestion du patrimoine. Chez IPC, nous avons réfléchi à chaque aspect du rôle de conseillère ou de conseiller en gestion du patrimoine en pensant à vous.

**Quel est le rôle de la conseillère ou du conseiller en gestion du patrimoine?**
- Offrir des solutions de gestion du patrimoine personnalisées pour aider les clients à atteindre leurs objectifs financiers à long terme
- Établir et approfondir les relations avec les clients
- Rencontrer et appeler les clients sur une base régulière
- Informer les clients sur l’ensemble des produits, des solu

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