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Financial Wealth Consultant

2 months ago

Edmonton, Alberta, Canada Investment Planning Counsel Full time

Wealth Advisor

Are you a seasoned expert in the financial services sector seeking an organization that prioritizes a balanced work environment and exceptional client care? At Investment Planning Counsel (IPC), a prominent independent wealth management firm in Canada, we are committed to empowering advisors to thrive while delivering comprehensive financial strategies to our clients.

As a Wealth Advisor at IPC, your responsibilities will include:

  • Providing tailored wealth management strategies to assist clients in reaching their financial aspirations
  • Building and nurturing enduring client relationships
  • Regularly communicating with clients to keep them informed and educate them about IPC's services
  • Highlighting the advantages of IPC's offerings to clients

We seek candidates who possess:

  • Exceptional relationship management skills with an emphasis on long-term client engagement
  • Adeptness in leveraging technology to enhance client interactions
  • A results-oriented approach and a self-driven mindset
  • Analytical thinking and sound decision-making abilities in client dealings
  • A background in business and/or 3-5 years of relevant industry experience
  • Completion of necessary certifications and professional qualifications