Financial Advisor - Investments (Full / Part time)

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.
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.
Ensure a consistent, high-quality service experience aligned with the team’s standards
Financial Planning & Advice Delivery
Develop and maintain comprehensive financial plans using planning tools
Contribute to planning strategy, including retirement, tax, and risk considerations
Support portfolio construction across both investment and insurance platforms
Monitoring client allocations to ensure alignment with client objectives across - Mutual funds, Segregated funds
Implementing investment strategies that balance growth, downside protection, and estate outcomes
Identify opportunities to deepen existing client relationships through - Tax and Estate planning opportunities, Consolidation of external assets into managed/insurance solutions, Risk assessment reviews
Contribute to continuous improvement of processes and client experience
Demonstrated experience in financial planning and client-facing work
Exposure to portfolio construction and investment strategy (beyond administration)
Strong judgment, professionalism, and relationship-building capability
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. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). 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. 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. 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:
Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
All information provided will be handled in accordance with applicable laws and Canada Life policies.