Private Wealth Portfolio Manager

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.

Our Private Wealth team is currently growing! We’re seeking a Private Wealth Portfolio Manager– someone who is solution focused, knowledgeable in the investment industry, motivated to cultivate and manage relationships with Referring Advisors and High-Net-Worth Clients.

 What you will do 

• Build and maintain relationships with our referring advisors and their High-Net-Worth Clients
• Maintain strong relationships with Business Development and other departments within CL
• Manage and maintain client review schedule and KYC update, keeping stakeholders informed
• Effectively manage marketing efforts for Private Wealth Sales including Advisor recognition
• Review prospective client portfolios and provide optimal portfolio recommendations using IPC’s discretionary portfolio solutions on the IPC Private Wealth platform.
• Prepare proposals and accompanying investment policy statements
• Keep internal stakeholders informed of the progress of client’s business and program details
• Facilitate Teams and on-site events including Due Diligence new Advisors and Corp. events
• Identify and propose improvements to the Private Wealth program utilizing a continuous improvement approach
• Managing internal department sales, pipeline reporting and expense filings

What you will bring:

• 5+ years financial services experience specifically as an investment advisor and/or portfolio manager within the wealth management industry

• Excellence in Business Development, Servicing, Client Facing and Advisor Engaging
• Either Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation is a must have
• Bachelor’s degree, preferably with a specialization in business or marketing or a related field
• Relationship-building skills with a commitment to establishing long-term relationships
• Ability to acknowledge and own inquiries through to resolution
• Exceptional verbal and written communication skills with ability to effectively communicate with various audiences at all levels of the organization
• Process-driven with ability to use strong organizational skills
• Ability to prioritize and multi-task effectively to deal with tight deadlines and competing priorities in a fast-paced environment
• Ability to think critically and use sound judgment
• Proven creative problem-solving approach and strong analytical skills
• Proficiency with Morningstar Direct, Salesforce or other CRM software is an asset
• Proficiency in Office 365

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The base salary for this position is between  $102,300 - $170,500 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

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

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