Wealth Management Professional

4 weeks ago


Mississauga, Ontario, Canada Investment Planning Counsel Full time

Wealth Management Professional

At Investment Planning Counsel, we're seeking a skilled Wealth Management Professional to join our team. As a key member of our organization, you'll be responsible for delivering personalized wealth management solutions to help clients achieve their long-term financial goals.

Key Responsibilities:

  • Develop and deepen client relationships
  • Conduct regular meetings and calls with clients
  • Educate clients about our products and services
  • Promote the value proposition of IPC

Requirements:

  • 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 We Offer:

  • Award-winning training program
  • Opportunities for professional growth and development
  • A supportive and collaborative work environment
  • A competitive compensation package


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