Financial Planning Strategist

4 weeks ago


Edmonton, Alberta, Canada Investment Planning Counsel Full time

Build a Better Business with Investment Planning Counsel

We are one of the fastest growing independent wealth management companies in Canada, with over 40 branches across the country. Our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice.

About the Role:

  • Develop and deliver personalized investment solutions to help clients achieve their long-term financial goals
  • BUILD lasting relationships with clients and promote the value proposition of IPC
  • Educate clients on all available products, solutions, and services
  • Promote performance-driven compensation

About You:

  • You will have strong relationship-building skills and a commitment to establishing long-term client relationships
  • You will be able to leverage technology to enhance client experiences
  • You will be self-motivated, highly driven, and entrepreneurial
  • You will be able to think critically and use sound judgment when serving clients
  • You will have post-secondary education in Business or equivalent experience
  • You will hold a IIROC license and completion of CSC/IFIC is required
  • Professional accreditation (CFP, CIM, or equivalent) is considered an asset

Salary Estimate: $80,000 - $120,000 per year, based on industry standards and location.



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