Regional Director, IPC Wealth

Description:

Base + Comm

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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 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.

We are looking for a Regional Director, IPC Wealth to join Canada Life. Reporting to the Head of Advisor Partnerships & Engagement, IPC Wealth, you will play a key role in strengthening advisor relationships and driving growth across the IPC Wealth dealership. Acting as a trusted business partner and brand ambassador, you will work closely with top advisors, internal leaders, and centres of excellence to increase engagement, deepen adoption of IPC Wealth solutions, and enhance the overall advisor experience.

This role combines relationship management, business development, strategic planning, and distribution leadership.

The successful candidate may be based in various locations across Canada. Work location will be dependent on business needs and the availability of an IPC/Canada Life office in or near the candidate's location.

What You Will Do:

• Advisor Relationship Management: Develop and maintain strong relationships with IPC advisors and strategic partners to support advisor growth and business success.
• Distribution Support: Provide specialized wealth-focused distribution support and act as a trusted resource regarding the IPC Wealth value proposition, programs, platforms, and resources.
• Business Development: Identify opportunities to increase advisor engagement, drive asset growth, and expand utilization of IPC Wealth services and solutions.
• Advisor Practice Growth: Partner with advisors to help identify business opportunities, improve practice effectiveness, and enhance client engagement strategies.
• Stakeholder Collaboration: Build strong working relationships across Canada Life, IPC Wealth, Financial Horizons, and other distribution channels to ensure alignment and maximize business impact.
• Market Insights: Share industry trends, competitive intelligence and advisor feedback to help influence strategic decisions and business priorities.
• Advocacy & Influence: Act as a champion for advisor needs and ensure opportunities, challenges, and feedback are communicated effectively to internal stakeholders.

What You Will Bring:

• Wealth Industry Experience: Strong knowledge of the wealth management industry, advisor distribution channels, and the Canadian wealth dealership ecosystem.
• Relationship Building Skills: Proven ability to establish credibility, influence stakeholders, and maintain strong advisor relationships.
• Business Development Acumen: Demonstrated success supporting advisor growth, asset gathering, or distribution-related initiatives.
• Strategic Thinking: Ability to assess advisor opportunities, identify growth strategies, and execute business development plans.
• Consultative Approach: Strong coaching, influencing, and partnership skills with an advisor-first mindset.
• Communication Skills: Exceptional verbal, written, presentation, and facilitation skills.
• Problem-Solving Skills: Ability to navigate complex advisor situations and build practical, business-focused solutions.
• Collaboration: Experience working across multiple teams and functions to achieve common objectives.
• Adaptability: Ability to thrive in a dynamic environment and respond effectively to changing advisor and business needs.
• Industry Credentials: Relevant wealth management designations such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA), Financial Planner (F.Pl.), or other related industry credentials are considered an asset.
• Mobility: Ability to travel within the assigned region to support advisors and participate in meetings, events, and business development activities.

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The base salary for this position is between $128,200 - $178,200 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:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.

• Financial Security: Company-matching pension plan, share ownership program and additional investment options.

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

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 [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

#LI-Hybrid

Location:

Canada, ON, CA

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