Build a better business through a remarkable client experience.
Mississauga, Ontario
IPC Wealth is a leading destination for independent, entrepreneurial advisors in Canada. Part of Canada Life, IPC Wealth combines the strengths of IPC Investment Corporation and Quadrus Investment Services Ltd., bringing together more than 50 years of experience helping advisors grow successful businesses and supporting Canadians on their financial journeys. With more than $141 billion in assets under administration, IPC Wealth delivers the scale, expertise, technology, and support advisors need to create remarkable experiences for their clients and build thriving practices for the future. Our advisors help hundreds of thousands of Canadians achieve their financial goals through comprehensive financial planning and wealth management advice. Backed by the strength of Canada Life and Power Corporation of Canada, IPC Wealth is built around one belief: when advisors have the right support behind them, the possibilities are endless. Whatever advisors want to build next, they can build it here. Visit ipcwealth.ca to learn more.
On-site · Waterloo
Support the development and implementation of comprehensive financial and retirement plans through investment research, portfolio analysis, and planning investigations. Prepare for and attend client meetings, communicate with clients, coordinate follow-up and administrative activities, support marketing and compliance, and identify ways to improve the client experience and practice.
On-site · Dartmouth
Support the development and implementation of comprehensive financial and retirement plans, conduct investment research and portfolio analysis, and assist with client meetings and follow-up. Communicate with clients, maintain accurate records and compliance documentation, coordinate with administrative colleagues, and identify ways to improve processes and the client experience.