Wealth Management Professional

1 week ago

Mississauga, Ontario, Canada Investment Planning Counsel Full time

Wealth Advisor Role Overview

At Investment Planning Counsel, we're seeking a skilled Wealth Advisor to join our team of professionals dedicated to helping clients achieve their long-term financial goals. As a Wealth Advisor, you'll be responsible for delivering personalized wealth management solutions, developing and deepening client relationships, and conducting regular meetings and calls with clients.

Key Responsibilities:

  • Deliver comprehensive wealth management advice to clients
  • Develop and maintain strong relationships with clients
  • Conduct regular meetings and calls with clients to discuss their financial goals and progress
  • Educate clients on the products, solutions, and services offered by IPC
  • Promote the value proposition of IPC to clients

Requirements:

  • Post-secondary education in Business or related field
  • 3-5 years of industry experience
  • Completion of CSC/IFIC required
  • IIROC licensed
  • Professional accreditation (CFP, CIM, or equivalent) considered an asset

What We Offer:

  • Awesome support in providing industry-leading training to help you succeed in your role
  • Awesome community involvement opportunities through IPC Cares
  • Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
  • Awesome recognition: kudos, all-star program, rising star, and the circle of excellence
  • Awesome Leadership teams that know your name

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