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Wealth Management Professional

2 months ago

Edmonton, Alberta, Canada Investment Planning Counsel Full time

Unlock Your Potential as a Wealth Advisor

At Investment Planning Counsel, we're committed to helping you build a better business through a remarkable client experience. With over 40 branches across Canada, we're one of the fastest growing independent wealth management companies in the country.

About the Role

As a Wealth Advisor, you'll have the opportunity to deliver personalized wealth management solutions to help clients work towards their long-term financial goals. You'll develop and deepen client relationships, conduct regular meetings and calls, and educate clients about our products and services.

What We're Looking For

  • A relationship-building skills with a commitment to establishing long-term client relationships
  • The ability to leverage technology to enhance client experiences
  • A strong desire for performance-driven compensation
  • A self-motivated, highly driven, and entrepreneurial personality
  • The ability to think critically and use sound judgment when serving clients
  • 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

Why IPC?

We've designed every aspect of the Wealth Advisor role with you in mind. Our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice. Join us and discover a career that's tailored to your strengths and ambitions.