Location
toronto, on, Canada
Posted
June 15, 2026
Job Description
Permanent Full Time
Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms.
Canada Life recently acquired IPC, creating one of Canada’s leading wealth providers in Canada, Europe and the United States.
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 ...