Financial Advisor
TechAlliance of Southwestern Ontario, London Economic Development Corporation • london, Canada
Role Description
What you will do
- Deliver personalized wealth management solutions to help clients work toward their long-term financial goals
- Develop and deepen client relationships
- Conduct regular meetings and calls with clients
- Educate clients about all of the products, solutions, and services IPC provides
- Promote the value proposition of IPC
- Leverage relationship‑building skills with a commitment to establishing long‑term client relationships
- Use technology to enhance client experiences
What you will bring
- Post‑secondary education in Business and/or 3‑5 years of industry experience
- Completion of CSC/IFIC required
- Mutual Fund Dealer license / IIROC
- Professional accreditation (CFP, CIM, or equivalent) is considered an asset
- Ability to think critically and use sound judgment when serving clients
- Strong desire for performance‑driven compensa...