Wealth Advisor - Sault Ste. Marie
About The Position
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. 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 the heart of Sault Ste Marie. We are a full-service advisory firm, who take pride in providing comprehensive wealth planning strategies in a well-appointed office environment. Our Sault Ste Marie 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 grow their business working side-by-side senior wealth advisors holding the Certified Financial Planner (CFP) designation. You would also have the daily support of our experienced administrative client support specialists. This is not a traditional entry-level role. It is an opportunity for an experienced professional to step into a mature, well-managed book of business and play a meaningful role in client relationships, financial planning, and the continued growth of the practice. The successful candidate will lead the team, have direct exposure to clients while contributing to planning strategy, portfolio oversight, and ongoing client engagement.
Requirements
- Minimum 5+ years in wealth management or financial advisory
- Demonstrated experience in financial planning and client-facing work
- Exposure to portfolio construction and investment strategy (beyond administration)
- Strong judgment, professionalism, and relationship-building capability
- Active IIROC licensing – required
- Active LLQP licensing – required
- You will be expected to work effectively within a structured advisory platform, including CRM systems for client management, financial planning software, and ongoing reporting and portfolio monitoring processes. Comfort with technology is essential, not just for efficiency, but for enhancing the client experience.
Nice To Haves
- CFP designation - strongly preferred
Responsibilities
- 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
- 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
- Support portfolio construction across both investment and insurance platforms
- Monitoring client allocations to ensure alignment with client objectives across - Mutual funds, Segregated funds
- Conduct research on approved seg fund mandates, guarantees and insurance carriers
- Implementing investment strategies that balance growth, downside protection, and estate outcomes
- Identify opportunities to deepen existing client relationships through - Tax and Estate planning opportunities, Consolidation of external assets into managed/insurance solutions, Risk assessment reviews
- Support business development initiatives and client retention efforts
- Contribute to continuous improvement of processes and client experience
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
