Wealth Management Professional

5 days ago


Edmonton, Alberta, Canada Investment Planning Counsel Full time

About Investment Planning Counsel

Investment Planning Counsel (IPC) is a leading independent wealth management company in Canada, with over 40 branches across the country. We are a diverse group of professionals driven towards one goal: helping advisors build a better business through a remarkable client experience.

About the Role

We are seeking a skilled Wealth Management Professional to join our team. As a Wealth Management Professional, you will be responsible for delivering personalized wealth management solutions to help clients work towards their long-term financial goals.

Key Responsibilities

  • Develop and deepen client relationships through regular meetings and calls.
  • Conduct thorough financial assessments to identify clients' needs and goals.
  • Develop and implement comprehensive financial plans to help clients achieve their goals.
  • Stay up-to-date with industry trends and developments to provide clients with the best possible advice.
  • Work collaboratively with other professionals to provide a seamless client experience.

Requirements

  • Post-secondary education in Business or a related field.
  • 3-5 years of experience in the financial services industry.
  • Completion of CSC/IFIC required.
  • IIROC licensed.
  • Professional accreditation (CFP, CIM, or equivalent) is considered an asset.

What We Offer

We offer a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply.



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