Assistant Vice President & CIO, IPC Wealth Dealer Managed Solutions

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.

We are seeking an accomplished investment leader to serve as Assistant Vice-President, IPC Wealth Dealer Managed Solutions and Chief Investment Officer, IPC Wealth
.

This executive will provide investment leadership across IPC Wealth and be accountable for the strategy, management and continued evolution of its dealer-managed investment capabilities. The successful candidate will combine the judgement of an experienced portfolio manager with the commercial perspective of a platform leader. They will be responsible for delivering strong client and advisor outcomes while maintaining disciplined investment governance, effective risk management and alignment with regulatory obligations.

The role will work closely with senior leaders across IPC Wealth, CL Investments, HNW/ Private Wealth, advisor distribution, dealer operations, compliance, technology, product, investment management and business development.

• Evolve the strategy and roadmap for IPC Wealth’s dealer-managed investment platforms, with an initial focus on IPC Dealer-Managed Discretionary and IPC One Advisor as PM platforms.
• Define a coherent managed-platform architecture that serves distinct advisor and client segments while reducing unnecessary complexity.
• Lead the continued evolution of platform propositions, investment capabilities, portfolio structures, pricing and service models, operational and compliance automation.
• Ensure that Dealer Managed Discretionary and IPC One have distinct yet complementary value propositions, including differentiation relative to competitors
• Partner with Canada Life Investments, technology, operations, compliance and business teams to improve portfolio-management workflows, controls, reporting and the advisor and client experience.
• Establish measures for platform adoption, asset growth, client outcomes, operating effectiveness, investment performance and advisor satisfaction.
• Evaluate platform economics and recommend changes that improve competitiveness, scalability and long-term sustainability.

• Serve as Chief Investment Officer for IPC Wealth, establishing a clear investment philosophy and providing investment leadership across IPC Wealth’s dealer-managed solutions
• Act as the accountable portfolio manager for the IPC Dealer-Managed Discretionary (Private Wealth) portfolios (UMA, SMA, etc), subject to applicable registration, governance and regulatory requirements.
• Partner closely with Canada Life Investments team to oversee portfolio construction, asset allocation, manager and security selection, portfolio implementation, monitoring and rebalancing.
• Establish and chair, or play a leadership role in, the appropriate investment and portfolio governance forums.
• Maintain a disciplined investment decision-making framework supported by research, quantitative and qualitative analysis, documented judgement and effective challenge.
• Establish appropriate performance measurement and attribution practices and provide clear reporting on portfolio results, sources of risk…