Wealth Advisor - Owen Sound

We are looking for an accredited, experienced Wealth Advisor to take over an existing book of high-net-worth clients. We require a strong desire for performance-driven compensation, a self-motivated and highly driven personality, and the ability to think critically and use sound judgment when serving clients.

Requirements

• Maintain and grow existing client relationships
• Deliver personalized wealth management solutions to existing clients and help them work toward their long-term financial goals
• Conduct regular proactive meetings and calls with clients
• Educate clients about all of the products, solutions, and services IPC provides
• Provide a world-class client experience
• Promote the value proposition of IPC