Financial Advisor

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 license / IIROC
• Professional accreditation (CFP, CIM, or equivalent) is considered an asset
• Ability to think critically and use sound judgment when serving clients
• Strong desire for performance‑driven compensa...