Wealth Advisor - Sault Ste. Marie

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.

Wealt...