Financial Advisor Edmonton

Permanent Full Time

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Investment Planning Counsel (IPC) is one of Canadas leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.

In November 2023 Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada with additional operations in Europe and the United States.

Were looking for an established growth-oriented advisor who has built long-term client relationships focuses on disciplined planning and a high-touch service model.

It is an opportunity for an experienced professional to step into a mature well-managed book of business and play a meaningful role in client relationships financial planning and the continued growth of the practice.

The successful candidate will lead the team have direct exposure to clients while contributing to planning strategy portfolio oversight and ongoing client engagement.

What you will do

Client Engagement & Experience

• Participate in client meetings and progressively take on a more active role in discussions
• Build trusted relationships with clients through responsive professional communication
• Ensure a consistent high-quality service experience aligned with the teams standards

Financial Planning & Advice Delivery

• Develop and maintain comprehensive financial plans using planning tools
• Contribute to planning strategy including retirement tax and risk considerations
• Monitor client progress and update plans as circumstances evolve

Wealth & Portfolio Oversight

• Support portfolio construction across both investment and insurance platforms
• Monitoring client allocations to ensure alignment with client objectives across - Segregated funds (primary component of the book) Mutual funds
• Conduct research on approved seg fund mandates guarantees and insurance carriers
• Implementing investment strategies that balance growth downside protection and estate outcomes

Practice Growth & Contribution

• Identify opportunities to deepen existing client relationships through - Insurance Reviews Estate and beneficiary optimization Consolidation of external assets into managed/insurance solutions
• Support business development initiatives and client retention efforts
• Contribute to continuous improvement of processes and client experience

What you will bring

• Minimum 5 years in wealth management or financial advisory
• Demonstrated experience in financial planning and client-facing work
• Exposure to portfolio construction and investment strategy (beyond administration)
• Strong judgment professionalism and relationship-building capability

Licensing & Designations

• Active LLQP licensing required
• Active MFDA or IIROC licensing required
• CFP designation - strongly preferred

Technology & Working Environment

You will be expected to work effectively within a structured advisory platform including CRM systems for client management financial planning software and ongoing reporting and portfolio monitoring processes. Comfort with technology is essential not just for efficiency but for enhancing the client experience.

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The base salary for this position is between $71900 - $119800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus commission etc). If you are selected to move forward in our recruitment process your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

Wereunited by a shared purpose: to improve the financialphysicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

Werelooking for people who live our values everyday: we step up we do the right thing and we deliver for our customerscommunitiesand each you someone who always strives to do the right thing who steps up for themselves and others and who delivers with impact Then we want to hear from you!

What we offer:

Were committed to supporting our employees through every stage of their career. Heres what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement access to industry-leading learning programs and up to$2000 annuallytowardseducation reimbursement.

• Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.

• Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.

Learn moreaboutCanada Life.

Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants however only those who qualify for an interview will be contacted.

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