Associate Wealth Advisor - Kelowna

Permanent Full Time

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 ...