Wealth Management Professional
4 weeks ago
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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