Wealth Management Professional

4 weeks ago


Edmonton, Alberta, Canada Investment Planning Counsel Full time

Wealth Management Opportunities

At Investment Planning Counsel, we are seeking a skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for delivering personalized wealth management solutions to help clients achieve their long-term financial goals.

Your Key Responsibilities

  • Develop and implement comprehensive wealth management plans for clients
  • Conduct regular meetings and calls with clients to understand their financial goals and objectives
  • Educate clients about our investment products and services
  • Promote the value proposition of Investment Planning Counsel

Your Qualifications

  • 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


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