Wealth Advisor (Toronto)
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
May 24, 2026
Permanent Full Time
Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth‑management firms. IPC and Canada Life’s wealth platforms create one of Canada’s leading wealth providers.
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.
- Leverage relationship‑building skills with a commitment to establishing long‑term client relationships.
- Use technology to enhance client experiences.
What You Will Bring
- Post‑secondary education in Business and/or 3–5 years of industry experience.
- Completion of CSC/IFIC required.
- Mutual Fund Dealer licensed / IIROC. <...