
Financial & Wealth Advisors
- Ontario
- 63.500-117.400 $ par an
- Permanent
- Temps-plein
- 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
- Relationship-building skills with a commitment to establishing long-term client relationships
- Ability to leverage technology to enhance client experiences
- Strong desire for performance-driven compensation
- A self-motivated, highly driven and entrepreneurial personality
- Ability to think critically and use sound judgment when serving clients
- Post-secondary education in Business and/or 3-5 years of industry experience
- Completion of CSC/IFIC required
- Mutual Funds and/or Securities licensed
- Life Insurance/LLQP licensing is considered an asset
- Professional accreditations (CFP, CIM, or equivalent) are considered an asset
- Aurora, Brantford, Cobourg, Dunnville, Georgetown, Kingston, Leamington, Midland, Milton, Mississauga, Oakville, Ottawa, Orillia, Owen Sound, Peterborough, Port Elgin, Sauble Beach, Sault Ste. Marie, Simcoe, St. Catharines, Sudbury, Walkerton, Windsor, Whitby
- Calgary, Cold Lake, Edmonton, Sherwood Park
- Nanaimo, Penticton
- Winnipeg
- Moncton
- St. John's
- Bedford, Dartmouth
- Montreal, Pointe-Claire