Edmonton, AB · On-site
CA$71K - CA$119K/yr
... of the book), Mutual funds * Conduct research on approved seg fund mandates, guarantees and ... Here's what you can expect as a full-time or part-time permanent team member: * Career Development
Edmonton, AB · On-site
CA$71K - CA$119K/yr
... of the book), Mutual funds * Conduct research on approved seg fund mandates, guarantees and ... Here's what you can expect as a full-time or part-time permanent team member: * Career Development
Edmonton, AB · On-site
CA$71K - CA$119K/yr
... of the book), Mutual funds * Conduct research on approved seg fund mandates, guarantees and ... Here's what you can expect as a full-time or part-time permanent team member: * Career Development
Edmonton, AB · On-site
CA$71K - CA$119K/yr
... of the book), Mutual funds * Conduct research on approved seg fund mandates, guarantees and ... Here's what you can expect as a full-time or part-time permanent team member: * Career Development
| Aspect | Part Time Mutual Fund | Part Time Financial Advisor |
|---|---|---|
| Required Credentials | None or basic certifications (e.g., Series 6) | Financial planning certifications (e.g., CFP, Series 7) |
| Work Environment | Online or office-based, focused on fund analysis | Client meetings, personalized advice, both in-office and remote |
| Employer & Industry Usage | Asset management firms, mutual fund companies | Financial planning firms, banks, independent advisors |
| Search & Comparison Intent | Understanding part-time roles in mutual funds | Comparing roles in financial advising |
Part Time Mutual Fund roles typically involve analyzing and managing mutual fund investments with minimal client interaction, often requiring basic certifications. In contrast, Part Time Financial Advisors provide personalized financial advice, often requiring advanced certifications and direct client engagement. Both roles serve the financial industry but differ in responsibilities, credentials, and work environment.
CA$71K - CA$119K/yr
Full-time, Part-time
Medical, Dental, Life, Retirement
Re-posted 26 days ago
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 servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
We're looking for an established, growth-oriented advisor who has built long-term client relationships, focuses on disciplined planning, and a high-touch service model.
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.
What you will do
Client Engagement & Experience
Financial Planning & Advice Delivery
Wealth & Portfolio Oversight
Practice Growth & Contribution
What you will bring
Licensing & Designations
Technology & Working Environment
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 $71,900 - $119,800 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:
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 Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.
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