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...