Associate Wealth Advisor - Kelowna

Permanent Full Time 

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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.

Working within our Kelowna branch previously Lakeside Financial. An established, growth-oriented advisory practice built on long-term client relationships, disciplined planning, and a high-touch service model. 
 
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 work closely with the team, gaining direct exposure to clients while contributing to planning strategy, portfolio oversight, and ongoing client engagement. 

What you will do

Client Engagement & Experience: 

• Participate in client meetings and progressively take on a more active role in discussions
• Build trusted relationships with clients through responsive, professional communication
• Ensure a consistent, high-quality service experience aligned with the team’s standards

Financial Planning & Advice Delivery: 

• Develop and maintain comprehensive financial plans using the team’s planning tools
• Contribute to planning strategy, including retirement, tax, and risk considerations
• Monitor client progress and update plans as circumstances evolve

Portfolio Oversight

• Support portfolio construction and ongoing monitoring to ensure alignment with client objectives
• Conduct research on approved investment and insurance solutions
• Assist in implementing investment strategies within the team’s framework
• Includes management of mutual funds, ETF’s, individual securities and private investments

Practice Growth & Contribution: 

• Identify opportunities to deepen existing client relationships
• Support business development initiatives and client retention efforts
• Contribute to continuous improvement of processes and client experience 

What This Role Becomes 

This position is structured as a growth pathway within a high-performing practice. 
 

Within 12–24 months, success in this role will typically include: 

• Leading segments of client meetings and relationships
• Taking ownership of financial plans for a defined group of clients
• Playing a more direct role in investment discussions and recommendations 
• Becoming a key contributor to the team’s growth and client strategy 
   

Longer term, this role can evolve toward Lead Advisor / Portfolio Manager responsibilities, depending on experience and performance. 

What you will bring

• Minimum 5+ years in wealth management or financial advisory
• 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 
   

Licensing & Designations: 

• Active CSC (Canadian Securities Course) – required
• IIROC licensing – required
• CFP and/or CIM – strongly preferred 

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. Comfort with technology is essential, not just for efficiency, but for enhancing the client experience. 

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The base salary for this position is between $59,800 - $99,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

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. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. 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. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

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: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: 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. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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