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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 advisory sector seeking a workplace that prioritizes a balanced lifestyle and client satisfaction? At Investment Planning Counsel (IPC), a prominent independent wealth management firm in Canada, we are committed to empowering advisors to thrive while delivering holistic financial planning services to 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 strong client relationships
  • Regularly interacting with clients to offer updates and inform them about IPC's services
  • Communicating the benefits of IPC's offerings to clients

What we seek in candidates:

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