Wealth 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 licensed / IIROC


• Professional accreditation (CFP, CIM, or equivalent) is considered an asset


• Ability to think critically and use soun...