Associate Wealth Advisor Position in Kelowna

Join Investment Planning Counsel (IPC) as an Associate Wealth Advisor in Kelowna, where client-focused financial planning meets strategic wealth management. This is your chance to directly impact clients' financial health.

As IPC integrates with Canada Life, this position offers a unique role for professionals with over 5 years in the financial advisory field. You'll actively participate in client meetings, manage financial plans, and work on portfolio strategies while cultivating strong client relationships. The supportive team dynamic ensures a rich learning experience.

Key Responsibilities:• Participate actively in client discussions • Ensure consistent, high-quality service delivery • Maintain and develop detailed financial plans • Support investment strategies and portfolio monitoring • Identify opportunities for deepening client relationships

Requirements:• At least 5 years in wealth management • Proven ability in client engagement and planning • Knowledge of investment strategies and portfolio management • Required CSC and IIROC licensing • Preferred CFP or CIM credential

Utilize your wealth management expertise as you strive for professional growth with IPC in Kelowna. #J-18808-Ljbffr