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 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. What you will do Client Engagement & Experience <ul> <li>Participate in client meetings and progressively take on a more active role in discussions </li> <li>Build trusted relationships with clients through proactive, professional communication </li> <li>Ensure a consistent, high-quality service experience aligned with the team’s standards </li> </ul> Financial Planning & Advice Delivery <ul> <li>Develop and maintain comprehensive financial plans using planning tools</li> <li>Contribute to planning strategy, including retirement, tax, and risk considerations </li> <li>Monitor client progress and update plans as circumstances evolve </li> </ul> Wealth & Portfolio Oversight <ul> <li>Support portfolio construction across both investment and insurance platforms</li> <li>Monitoring client allocations to ensure alignment with client objectives across - Mutual funds, Segregated funds </li> <li>Conduct research on approved seg fund mandates, guarantees and insurance carriers </li> <li>Implementing investment strategies that balance growth, downside protection, and estate outcomes </li> </ul> Practice Growth & Contribution <ul> <li>Identify opportunities to deepen existing client relationships through - Tax and Estate planning opportunities, Consolidation of external assets into managed/insurance solutions, Risk assessment reviews</li> <li>Support business development initiatives and client retention efforts </li> <li>Contribute to continuous improvement of processes and client experience </li> </ul> What you will bring Experience & Capabilities <ul> <li>Minimum 5+ years in wealth management or financial advisory </li> <li>Demonstrated experience in financial planning and client-facing work </li> <li>Exposure to portfolio construction and investment strategy (beyond administration) </li> <li>Strong judgment, professionalism, and relationship-building capability </li> </ul> Licensing & Designations <ul> <li>Active IIROC licensing – required</li> <li>Active LLQP licensing – required </li> <li>CFP designation - strongly preferred </li> </ul> Technology & Working Environment 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. - The base salary for this position is between $68,400 - $113,900 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: <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. </li> </ul> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. </li> </ul> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. </li> </ul> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Financial Security: Company-matching pension plan, share ownership program and additional investment options. </li> </ul> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! </li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:10.0pt;font-family:arial, helvetica, sans-serif;color:dimgray">Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. </li> </ul> Learn more about <a style="color:dimgray" href="https://www.canadalife.com/about-us.html" target="_blank" rel="noopener">Canada Life</a>. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact <a style="color:dimgray" href="mailto:[email protected]" target="_blank" rel="noopener">[email protected]</a>. 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

Wealth Advisor - Sault Ste. Marie (Sault Ste Marie Ontario, ON, CA, P6A 2K6) @ The Canada Life Assurance Company

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