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Consultant

3 months ago

St Albert Alberta TN, Calgary, Canada IG Wealth Management Full time
Company Description

Experience the true value of advice with IG Wealth Management in St Albert, AB, where lifelong relationships and industry-leading expertise secure your financial future. Our approach considers every dimension of your financial life, crafting personalized strategies with powerful human advice, world-class asset managers, and proactive advisors. From retirement optimization to tax planning, investment solutions, estate planning, insurance, and more, we provide adaptive solutions. Discover the benefits of integrated financial planning with IG Wealth Management.

Role Description

This is a full-time hybrid role as a Consultant at IG Wealth Management in St Albert, AB, with flexibility for remote work. The Consultant will be responsible for providing comprehensive financial advice, developing personalized financial plans, recommending investment solutions, conducting tax planning, and advising on estate planning. The role also involves providing guidance on insurance, business ownership, cash management, and more.

Qualifications
  • Financial Planning, Investment Solutions, and Tax Planning skills
  • Estate Planning and Insurance knowledge
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Ability to work independently and in a team
  • Experience in the financial services industry
  • Relevant certifications (CFA, CFP, etc.) are a plus
  • Bachelor's degree in Finance, Economics, Business, or related field
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