Permanent Full Time
Join our highly regarded Investment Planning Counsel office located in the heart of Sault Ste Marie. We are a full-service advisory firm, who take pride in providing comprehensive wealth planning strategies in a well-appointed office environment.
Our Sault Ste Marie team members are not just financial planning professionals; we are community leaders and partners. You would be joining an energetic, hard- working, culture-focused team that is deeply passionate about supporting local community organizations and making a difference in the lives of the families we serve.
We are looking for a highly motivated candidate willing to grow their business working side-by-side senior wealth advisors holding the Certified Financial Planner (CFP) designation. You would also have the daily support of our experienced administrative client support specialists.
This is not a traditional entry-level role. 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- Participate in client meetings and progressively take on a more active role in discussions
- Build trusted relationships with clients through proactive, professional communication
- Ensure a consistent, high-quality service experience aligned with the team's standards
Financial Planning & Advice Delivery- Develop and maintain comprehensive financial plans using planning tools
- Contribute to planning strategy, including retirement, tax, and risk considerations
- Monitor client progress and update plans as circumstances evolve
Wealth & Portfolio Oversight- Support portfolio construction across both investment and insurance platforms
- Monitoring client allocations to ensure alignment with client objectives across - Mutual funds, Segregated funds
- Conduct research on approved seg fund mandates, guarantees and insurance carriers
- Implementing investment strategies that balance growth, downside protection, and estate outcomes
Practice Growth & Contribution- Identify opportunities to deepen existing client relationships through - Tax and Estate planning opportunities, Consolidation of external assets into managed/insurance solutions, Risk assessment reviews
- Support business development initiatives and client retention efforts
- Contribute to continuous improvement of processes and client experience
What you will bring Experience & Capabilities- Minimum 5+ years in wealth management or financial advisory
- Demonstrated experience in financial planning and client-facing work
- Exposure to portfolio construction and investment strategy (beyond administration)
- Strong judgment, professionalism, and relationship-building capability
Licensing & Designations- Active IIROC licensing - required
- Active LLQP licensing - required
- CFP designation - strongly preferred
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.
The base salary for this position is between
$68,400 - $113,900 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.
#LI-Hybrid
Requisition ID: 6129
Category: Corporate Functions
Location:
