Advisor& & Corporate Channel (Mutual fund licensed) – English (Vancouver Island)

1 week ago

Victoria, British Columbia, Canada IG Wealth Management Full time

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – English (Vancouver Island)

Advisor, IG Wealth Management, Corporate Channel

Referral level: Level 1

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now

Position Summary:

This position requires the successful candidate to be Mutual fund licensed.

Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG's holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client's financial life including investment strategies, retirement planning, mortgages, banking and insurance.

Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM's digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner ("F.Pl") designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

  • Sheet Metal Workers

    1 week ago

    Victoria, British Columbia, Canada Amped Heating and Cooling Full time

    Amped Heating & Cooling is looking for sheet metal workers of all levels.Do you have experience in the trades but not specifically with sheet metal? Amped is willing to train and want our employees to succeed on their career path.Are you an experienced sheet metal worker and looking for a change in scenery? Amped has a friendly and positive work atmosphere...

  • Vancouver Island

    7 days ago

    Victoria, British Columbia, Canada Precision Refrigeration - CT Control Temp Full time

    Precision Refrigeration is a Vancouver Island based, full-service Refrigeration & HVAC contractor, specializing in Commercial Refrigeration & HVAC, Supermarket Rack Systems, Building Mechanical Maintenance and one of the leaders in CO2 Refrigeration Systems in Western Canada.Currently looking to grow our team with multiple Journeyman Refrigeration...

  • Fleet & Equipment Strategic Analyst

    7 days ago

    Victoria, British Columbia, Canada City of Victoria Full time

    Competition #23/13Internal/External Posting**Closing date: February 2, 2023Fleet & Equipment Strategic Analyst (2 Continuous)Engineering & Public Works Department:POSITION FUNCTIONReporting to the Manager of Fleet and Equipment, support the fleet management programs and corporate fleet initiatives through maintenance reliability planning, data analytics,...

  • Hospitalist

    1 week ago

    Victoria, British Columbia, Canada Island Health Full time

    Hospitalists in Victoria provide 24-hour continuous care at both the Victoria General Hospital and Royal Jubilee Hospital. Our hospitalists provide a broad spectrum of services including care of patients with challenging medical problems, palliative care, addiction medicine, geriatric medicine and general medical support for many surgical specialties and...

  • Clinic Licensed Vocational Nurse

    1 week ago

    Victoria, British Columbia, Canada Island Health Full time $33 - $45

    *Join our incredible team at Saanich Peninsula Hospital on Vancouver Island, BC. Do you want to help build a community with care in a community that cares? Island Health is looking for talented health care professionals to join our team of compassionate and dedicated employees to provide culturally safe care for the Saanich Peninsula Hospital area.*The...

  • Marketing & Communications Manager

    1 week ago

    Victoria, British Columbia, Canada Children's Health Foundation of Vancouver Island Full time

    ABOUT USChildren's Health Foundation of Vancouver Island (CHFVI) has invested in the health of Island kids for 97 years. Our mission is to ensure all Island families have access to the health care they need, when and where they need it the most. Thanks to the generosity of our donors, we play an active role in addressing the lack of equitable access to...

  • Licensed Practical Nurse

    7 days ago

    Victoria, British Columbia, Canada Island Health Full time

    Island Health is hiring Licensed Practical Nurses (LPNs) to join our team at The Summit in Victoria, BC. Full-time, part-time and casual positions are available.As the Licensed Practical Nurse, you will provide care to residents in Long-Term Care homes. You will perform assessments, plan and provide

  • Service - Advisor

    7 days ago

    Victoria, British Columbia, Canada Campus Auto Group Full time

    The Campus Auto Group is attuned to the needs of the local community. We have grown into one of Vancouver Islands largest auto groups, but we operate like a small-town local business. We encourage career growth and personal development within our company. We are looking for individuals who can contribute to our business operations today and towards our...

  • Design Rep

    7 days ago

    Victoria, British Columbia, Canada BC Hydro Full time

    Powered by water... and by people like youProviding clean electricity to 4 million customers takes a diverse workforce and that's where you comein. We need your talent to help us build major projects to meet growing demand. To help ourcustomers find clean energy solutions for their homes and businesses and to be ready to respondduring storms and outages to...

  • South Island Regional Supervisor

    1 week ago

    Victoria, British Columbia, Canada Commissionaires Victoria, The Islands And Yukon Full time

    Join CommissionairesOur focus is on our customers and our team members. As Canada's only not-for-profit security company, over 90% of our revenues go directly back to our team members in wages, health & dental benefits, RRSP contributions, employee recognition programs, and more.Be part of a great team where your contribution is recognized. We offer...

  • Pediatric Anesthesiologist

    1 week ago

    Victoria, British Columbia, Canada Island Health Full time

    The Department of Anesthesia of the Vancouver Island Health Authority (Island Health) seeks additional energetic and dedicated locum pediatric anesthesiologists to join our team of forty members.Eligible applicants hold Royal College of Physicians and Surgeons of Canada certification in Anesthesiology and are eligible for full licensure with the College of...

  • Spine Neurosurgeon

    1 week ago

    Victoria, British Columbia, Canada Island Health Full time

    JOB SUMMARY:The Division of Neurosurgery of the Vancouver Island Health Authority (Island Health) is seeking a full-time colleague to join a group of 5.5 neurosurgeons in Victoria, BC.The South Island is the tertiary referral center of Island Health with a catchment population of 900,000+.Participation in resident teaching, through the UBC Neurosurgery...

  • Child Support Worker

    7 days ago

    Victoria, British Columbia, Canada BGC South Vancouver Island Full time

    _For full job posting, visit the careers page on our website bgcsvi.org_Position DetailsWage: $19.00/hourHours: 20 hours per week,Shift:Monday-Friday 2:00am - 6:00pmLocation: Westshore Club, 345 Wale Rd, VictoriaOpportunities:Professional development, supportive work/life balance, training and development, career opportunities and advancementPosition...

  • Pediatric Anesthesiologist

    7 days ago

    Victoria, British Columbia, Canada Island Health Full time

    The Department of Anesthesia of the Vancouver Island Health Authority (Island Health) seeks additional energetic and dedicated locum pediatric anesthesiologists to join our team of forty members. Eligible applicants hold Royal College of Physicians and Surgeons of Canada certification in Anesthesiology and are eligible for full licensure with the College...

  • Channel Partner

    1 week ago

    Victoria, British Columbia, Canada Quarks Full time

    Maximize Your Potential with Quarks Channel Partner ProgramAre you an IT professional looking for more opportunities? Do you have excellent communication skills for engaging with clients? If the answer is yes, we welcome you to partner with us and utilize our expertise and resources to reach your aspirations.At Quarks, we recognize the significant potential...

  • Medical Laboratory Assistant

    1 week ago

    Victoria, British Columbia, Canada Vancouver Island Health Authority Full time

    Medical Laboratory Assistant - Laboratory Close Date Jun Location Royal Jubilee Hospital - Victoria, BC V8R 1J8 CA (Primary) Work Area (FBA Only) RJH Laboratory Multi-Site No Travel Requirement Shift Start Time/End Time all shifts Days Off Rotating Vacancy Type Regular PT Salary Range (Hourly Rate) $ $29.27 Paid FTE .93 Worked BI-WEEKLY...

  • Communications Advisor

    1 week ago

    Victoria, British Columbia, Canada District of Saanich Full time

    Description: The District of Saanich is located on southern Vancouver Island and is well known for its natural beauty along with a mix of urban and rural, compact development, extensive coastline, recreational, arts and cultural activities, making Saanich an ideal location to live and work. With a population of approximately ,, Saanich has a progressive...

  • Anesthesiologist

    7 days ago

    Victoria, British Columbia, Canada Island Health Full time

    We invite you to visit the beautiful west coast and to explore anesthesia employment opportunities as a locum during your stay on Vancouver Island during the months of July and August.Eligible applicants hold Royal College of Physicians and Surgeons of Canada certification in Anesthesiology and are eligible for full licensure with the College of Physicians...

  • Neonatal Anesthesiologist

    7 days ago

    Victoria, British Columbia, Canada Island Health Full time

    The Department of Anesthesia of the Vancouver Island Health Authority (Island Health) seeks additional energetic and dedicated Anesthesiologists to join our team of forty members. Eligible applicants hold Royal College of Physicians and Surgeons of Canada certification in Anesthesiology and are eligible for full licensure with the College of Physicians and...

  • LPN Ambulatory Care

    1 week ago

    Victoria, British Columbia, Canada Island Health Full time $33 - $45

    Island Health is hiring Licensed Practical Nurses (LPNs) to join our team at The Summit in Victoria, BC. Full-time, part-time and casual positions are available. As the Licensed Practical Nurse, you will provide care to residents in Long-Term Care homes. You will perform assessments, plan and provide personal care, and perform nursing procedures. When you...