Associate Advisor - Sherwood Park, AB
Top Benefits
About the role
Permanent Full Time
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.
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.
Join our highly regarded Investment Planning Counsel office located in Sherwood Park, Alberta. We are a full-service advisory firm, who take pride in providing comprehensive wealth planning strategies in a well appointed office environment.
Our Sherwood Park team members are not just financial planning professionals; we are community leaders and partners. You would be joining an energetic, hard- working, culture-focused team that is deeply passionate about supporting local community organizations and making a difference in the lives of the families we serve.
We are looking for a highly motivated candidate willing to help grow the business. You would also have the daily support of our experienced administrative client experience specialists.
What You Will Do
- 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
- 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
- Abilty to think critically and use sound judgment when serving clients
What You Will Bring
- 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
- Securities (IIROC) license required
- Professional accreditation (CFP, CIM, or equivalent) is considered an asset
The base salary for this position is between**$59,800 - $99,700**annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
-Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. -**Health & Wellness:**Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. -**Time Off:**In addition to regular vacation and personal days, we support community involvement with a volunteer day. -**Financial Security:**Company-matching pension plan, share ownership program and additional investment options.
-**Rewards and Recognition:**Employee recognition programs, service milestone celebrations, employee discounts and more! -Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Learn more about Canada Life.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com*. All information provided will be handled in accordance with applicable laws and Canada Life policies.*
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
About Canada Life
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do.
That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities.
Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.
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Associate Advisor - Sherwood Park, AB
Top Benefits
About the role
Permanent Full Time
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.
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.
Join our highly regarded Investment Planning Counsel office located in Sherwood Park, Alberta. We are a full-service advisory firm, who take pride in providing comprehensive wealth planning strategies in a well appointed office environment.
Our Sherwood Park team members are not just financial planning professionals; we are community leaders and partners. You would be joining an energetic, hard- working, culture-focused team that is deeply passionate about supporting local community organizations and making a difference in the lives of the families we serve.
We are looking for a highly motivated candidate willing to help grow the business. You would also have the daily support of our experienced administrative client experience specialists.
What You Will Do
- 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
- 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
- Abilty to think critically and use sound judgment when serving clients
What You Will Bring
- 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
- Securities (IIROC) license required
- Professional accreditation (CFP, CIM, or equivalent) is considered an asset
The base salary for this position is between**$59,800 - $99,700**annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
-Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. -**Health & Wellness:**Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. -**Time Off:**In addition to regular vacation and personal days, we support community involvement with a volunteer day. -**Financial Security:**Company-matching pension plan, share ownership program and additional investment options.
-**Rewards and Recognition:**Employee recognition programs, service milestone celebrations, employee discounts and more! -Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Learn more about Canada Life.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com*. All information provided will be handled in accordance with applicable laws and Canada Life policies.*
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Hybrid
About Canada Life
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do.
That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities.
Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.