Wealth Advisor
5 months ago
Wealth Advisor
With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients?
Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada with over 40 branches across the country. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.
Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice. At IPC, we’ve designed every aspect of the Wealth Advisor role with you in mind.
What you will do
- Deliver personalized wealth management solutions to help clients work toward their long-term financial goals
- Develop and deepen client relationships
- Conduct regular meetings and calls with clients
- Educate clients about all of the products, solutions, and services IPC provides
- Promote the value proposition of IPC
What you will bring
- Relationship-building skills with a commitment to establishing long-term client relationships
- Ability to leverage technology to enhance client experiences
- Strong desire for performance-driven compensation
- A self-motivated, highly driven and entrepreneurial personality
- 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
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