Investment Planning Counsel Wealth Advisor
TechAlliance of Southwestern Ontario, London Economic Development Corporation
Job Description
Make your mark as an Associate Wealth Advisor with Investment Planning Counsel (IPC) in Kelowna. This role focuses on high-level client interactions and comprehensive financial strategies.
Now part of Canada Life, IPC seeks a seasoned advisor with at least 5 years in wealth management to enhance client experiences. In this position, you’ll engage with clients, develop financial plans, and support ongoing investment strategies, all while working within a structured advisory environment for optimal results.
Key Responsibilities:
• Build trusted client relationships through professional communication
• Develop and oversee comprehensive financial plans
• Contribute to retirement and risk planning strategies
• Research investment options and implement strategies
• Monitor investment alignment with client goals
Requirements:
• Minimum 5 years in financial advising or wealth management
• Experience in client interactions and financial planning
• Familiarity wi...
Now part of Canada Life, IPC seeks a seasoned advisor with at least 5 years in wealth management to enhance client experiences. In this position, you’ll engage with clients, develop financial plans, and support ongoing investment strategies, all while working within a structured advisory environment for optimal results.
Key Responsibilities:
• Build trusted client relationships through professional communication
• Develop and oversee comprehensive financial plans
• Contribute to retirement and risk planning strategies
• Research investment options and implement strategies
• Monitor investment alignment with client goals
Requirements:
• Minimum 5 years in financial advising or wealth management
• Experience in client interactions and financial planning
• Familiarity wi...