Associate Advisor

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal : helping advisors build a better business through a remarkable client experience.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS!

As an established industry leader and growing rapidly across Canada, we’re seeking an Associate Advisor someone who is willing to learn and perform all the functions of a financial planner while being mentored by a seasoned Advisor.

What is the role of the Associate Advisor?

• Provide an exceptional client experience and respond to all client inquiries in a timely manner
• Learn and practice our award-winning financial planning process
• Use our financial planning software to build and update financial plans
• Prepare required paperwork and process accurately to ensure compliance
• Monitor investment portfolios on an ongoing basis for suitability
• Research products approved for sale through IPC Securities Corporation and IPC Investment Corporation
• Collaborate with the Pinnacle team to deliver on team goals, provide coverage and train new team members
• Ad-hoc duties as needed

What traits and competencies should an Associate Advisor possess?

• 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

What are the preferred qualifications for an Associate Advisor ?

• Post-secondary education in Business or a relevant field
• Minimum 2 years of experience working within the financial services industry
• Completion of CSC / IFIC required
• Mutual Fund (MFDA) or Securities (IIROC) license an asset
• Professional accreditation (CFP, CIM, or equivalent) is considered an asset

What is # lifeatIPC?

• Awesome support in providing industry-leading training to help you succeed in your role
• Awesome community involvement opportunities through IPC Cares
• Awesome perks : benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
• Awesome recognition : kudos, all-star program, rising star, and the circle of excellence
• Awesome Leadership teams that know your name
11 days ago