Wealth Advisor
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-11-04
Listing for:
Canada Life Group
Full Time
position Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Join Canada Life as a Wealth Advisor in Calgary, offering personalized financial solutions and client relationship management. Ideal for candidates eager to grow with experienced advisors in a supportive environment.
Investment Planning Counsel is now part of Canada Life, a leading name in wealth management. We seek a motivated Wealth Advisor with a Certified Financial Planner designation to expand an existing portfolio of high-net-worth clients.
Your role includes regular client meetings, delivering tailored solutions, and enhancing the client experience.
Key Responsibilities:
• Maintain and grow client relationships effectively
• Deliver personalized wealth management solutions
• Conduct proactive meetings and calls with clients
• Educate clients on IPC's services and products
• Provide a world-class client experience
Requirements:
• Minimum 3 years of relevant industry experience
• Strong relationship-building skills
• Completion of CSC/CPH required
• Certified Financial Planner (CFP) designation preferred
• Ability to leverage technology for client enhancement
Bring your expertise in financial planning and your passion for client engagement to Canada Life in Calgary.
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