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About the Role

IPC is seeking an accomplished investment leader to serve as Assistant Vice-President, IPC Wealth Dealer Managed Solutions and Chief Investment Officer, IPC Wealth. This executive will provide investment leadership across IPC Wealth and be accountable for the strategy, management and continued evolution of its dealer-managed investment capabilities. The successful candidate will combine the judgement of an experienced portfolio manager with the commercial perspective of a platform leader. They will be responsible for delivering strong client and advisor outcomes while maintaining disciplined investment governance, effective risk management and alignment with regulatory obligations.

Responsibilities

Evolve the strategy and roadmap for IPC Wealth’s dealer-managed investment platforms, with an initial focus on IPC Dealer-Managed Discretionary and IPC One Advisor as PM platforms.
Define a coherent managed-platform architecture that serves distinct advisor and client segments while reducing unnecessary complexity.
Lead the continued evolution of platform propositions, investment capabilities, portfolio structures, pricing and service models, operational and compliance automation.
Ensure that Dealer Managed Discretionary and IPC One have distinct yet complementary value propositions, including differentiation relative to competitors.
Partner with Canada Life Investments, technology, operations, compliance and business teams to improve portfolio-management workflows, controls, reporting and the advisor and client experience.
Establish measures for platform adoption, asset growth, client outcomes, operating effectiveness, investment performance and advisor satisfaction.
Evaluate platform economics and recommend changes that improve competitiveness, scalability and long-term sustainability.
Serve as Chief Investment Officer for IPC Wealth, establishing a clear investment philosophy and providing investment leadership across IPC Wealth’s dealer-managed solutions.
Act as the accountable portfolio manager for the IPC Dealer-Managed Discretionary (Private Wealth) portfolios (UMA, SMA, etc), subject to applicable registration, governance and regulatory requirements.
Partner closely with Canada Life Investments team to oversee portfolio construction, asset allocation, manager and security selection, portfolio implementation, monitoring and rebalancing.
Establish and chair, or play a leadership role in, the appropriate investment and portfolio governance forums.
Maintain a disciplined investment decision-making framework supported by research, quantitative and qualitative analysis, documented judgement and effective challenge.
Establish appropriate performance measurement and attribution practices and provide clear reporting on portfolio results, sources of risk and investment decisions.
Establishes and oversee clear governance framework, including trade supervision, client suitability, exception management, regulatory reporting.
Communicate IPC Wealth’s investment views, portfolio positioning and performance to advisors, clients, executives and governance bodies in a clear and credible manner.
Lead the strategy, construction and ongoing governance of the product shelf for the IPC dealers.
Establish a product shelf philosophy that balances advisor and client choice, quality, competitiveness, operational viability and effective risk management.
Partner with Canada Life Investments to oversee product research, due diligence, approval, monitoring, watch-listing and removal processes.
Ensure robust Know Your Product practices and documentation across products made available through the dealers.
Define standards for evaluating investment merit, risk, liquidity, complexity, cost, operational support, client suitability considerations and manufacturer capabilities.
Lead the evaluation of new product categories and investment structures in response to changing client needs, regulation and market development.
Drive the thoughtful rationalisation of the dealer shelf, addressing duplicative or minimally used products while managing advisor and client disruption.
Work with compliance, legal, operations and technology teams to ensure that product decisions can be implemented and supervised effectively.
Maintain constructive, appropriately governed relationships with asset managers and other product providers.
Build, lead and develop a high-performing team spanning portfolio management, product governance and dealer product shelf management.
Establish clear mandates, decision rights and accountability across the functions.
Attract, develop and retain professionals with strong investment, product, analytical and risk-management capabilities.
Create a culture of intellectual curiosity, constructive challenge, disciplined execution, collaboration and accountability.
Provide clear priorities and translate strategy into measurable annual objectives and operating plans.
Partner effectively across IPC Wealth, Canada Life and relevant affiliated investment and wealth-management businesses.
Manage the function’s budget, resources, external research and service-provider relationships.
Act as a visible senior leader who builds confidence with advisors, employees, clients, regulators and business partners.

Requirements

Must hold, or be able to obtain and maintain, the registration and proficiency required to act as portfolio manager for the applicable IPC Wealth portfolios

Skills

Investment management
Portfolio management
Wealth management
Investment-product leadership
Constructing and managing multi-asset portfolios
Leading investment governance
Product due diligence
Investment oversight processes
Discretionary portfolio-management programmes
Managed-account platforms
Outlining and executing on multi-year vision and strategy
Strong business judgement
Connecting investment decisions to advisor, client, risk and commercial outcomes

Location

Remote

Work Type

Permanent
Full Time

Experience Level

Significant progressive experience

Education Level

University degree in finance, economics, business, mathematics or a related discipline
CFA designation strongly preferred
CIM or another relevant investment-management designation would be an asset

Benefits

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.

About the Company

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’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!

Equal Opportunity

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.