Wealth Advisor - Sault Ste. Marie

About the Company

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

Location

Sault Ste Marie, Ontario, Canada, P6A 2K6

Role Overview

The role is not a traditional entry-level position. It offers an experienced professional an opportunity 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.

Responsibilities

Client Engagement & Experience

• Participate in clien...