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 agile 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. Apply on Kit Job: kitjob.ca/job/2psjk5