Associate

2 weeks ago

Calgary, Alberta, Canada IG Wealth Management Full time

We are looking for a dedicated and experienced financial planner to join our team

At our company, we are focused on helping clients achieve financial freedom through strategic and ethical financial planning. We are in search of an individual who is not only knowledgeable but also passionate about empowering clients with the freedom to make informed decisions.

Why consider joining us?

Our team values a strong work culture and ethics. We take pride in our well-structured practice and diverse client base. Our primary concern is always the well-being of the families we serve. In addition to our professional competence, we also offer an engaging team environment where fun is a priority.

Do you ever find yourself wishing you could do more for your clients but struggle due to time constraints? With over 300 client families, time management becomes crucial. Our firm ensures that our advisors have the necessary resources to provide quality service without compromising on client relationships. Through our advanced technology and efficient business processes, we guarantee that our clients receive exceptional attention and care.

The role of Associate Advisor is ideal for someone who is enthusiastic about financial planning and enjoys building meaningful connections. We are seeking a candidate with prior experience in financial planning, who is sociable and adept at networking.

This role requires utilizing cutting-edge technology to deliver top-tier financial plans to clients. There is also room for personal growth within our team, with opportunities to take on leadership roles and manage key client relationships.

Your responsibilities will include, but are not limited to:

  • Creating and delivering comprehensive financial plans
  • Identifying opportunities to expand client base
  • Developing business strategies for growth
  • Collecting client information for proposals
  • Establishing and maintaining client relationships

To be eligible for this role, you must have:

  • Securities license
  • LLQP certification (or be willing to obtain it)
  • CFP designation (or be willing to obtain it)
  • Minimum 5 years of financial planning experience
  • Strong communication and computer skills
  • Ability to engage with clients professionally and effectively

Desired attributes for this role:

  • Keen attention to detail
  • Ability to inspire and influence others
  • Confidence with a willingness to learn and grow
  • Proven track record in achieving positive client outcomes
  • Willingness to be mentored and continuously improve

Our company is a top achiever at IG Wealth Management, under Power Corp., a reputable company with a long-standing history. We cater to a select group of families, professionals, and entrepreneurs in Calgary and its surrounding areas, offering a comprehensive range of financial services. With 19 years of experience, we take pride in our commitment to excellence and client satisfaction.

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