Senior Wealth Advisor Role at IPC

Advance as a Senior Wealth Advisor with Investment Planning Counsel (IPC) in Kelowna, BC. Foster client connections, handle financial planning, and oversee comprehensive investment strategies.
Join IPC, now under Canada Life, to embark on a rewarding career in an established wealth management firm. This role requires professionals with substantial experience in client service and financial planning, contributing to portfolio management and strategic client engagement. You’ll be pivotal in driving growth and supporting clients' financial success.
Key Responsibilities:
• Engage actively in client meetings as a trusted advisor
• Foster enduring relationships through effective communication
• Develop and update tailored financial plans for clients
• Oversee investment portfolios to align with client objectives
• Identify potential opportunities for business growth and retention
Requirements:
• 5+ years in wealth management experience
• Proven client-facing and...