Location
sault ste. marie, algoma district, Canada
Posted
June 14, 2026
Job Description
Position Overview
Permanent Full Time. Investment Planning Counsel (IPC), a leading independent wealth management firm, was recently acquired by Canada Life. The role is located in Sault Ste. Marie and focuses on comprehensive wealth planning and client relationship management.
What You Will Do
Client Engagement & Experience
- Participate in client meetings and progressively take on a more active role in discussions.
- Build trusted relationships with clients through proactive, professional communication.
- Ensure a consistent, high‑quality service experience aligned with the team’s standards.
Financial Planning & Advice Delivery
- Develop and maintain comprehensive financial plans using planning tools.
- Contribute to planning strategy, including retirement, tax, and risk considerations.
- Monitor client progress and update plans as circumstances evolve.