Private Wealth Management Associate

3 weeks ago

Edmonton, Alberta, Canada IG Wealth Management Full time

Private Wealth Management Associate, Bootle & Associates - Edmonton, AB

Bootle & Associates is a team model working with HNW clients in the Edmonton and area market. As a key member of our award-winning team, you can thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence. This is a great full-time opportunity to build and be rewarded with equity ownership in the practice based on assets transitioned.

The Opportunity

Becoming an integral member of their advisory team, you will grow your client base as you work collaboratively with the team. You are currently a successful financial advisor looking for a next level career opportunity to deepen your financial planning relationships. Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service.

  • Prepare and present financial planning solutions using industry leading LPP software
  • Engage in business development and external marketing strategies.
  • Identify new business opportunities with high net-worth individuals
  • Prepare presentations and concept pieces for use in implementing financial planning strategies
  • Develop new client relationships from external prospecting and introduction generated from centers of influence
  • Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further client relationships
  • Interact with clients daily through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on products, services and strategies

To qualify for this opportunity, you should possess.

  • Minimum of 5 years of experience in the financial services industry
  • Completed IIROC licensing or willing to obtain
  • Life License Qualification Program (LLQP) or willing to obtain
  • CFP designation would be considered an asset
  • Proven track record for developing new business as well as strong interpersonal skills to build relationships and attract new business.

Benefits

  • Compensation is a combination of salary and bonus aligned to business achievement.
  • Entrepreneurial culture that promises personal growth and development in the high-net-worth market
  • Hybrid-working environment and flexibility in your schedule
  • Opportunity to build including equity ownership in the practice

About Bootle & Associates

At Bootle & Associates Private Wealth Management our emphasis on holistic planning has led us to be one of the most successful high-net worth financial planning teams in Canada.

Working exclusively with affluent clientele that have minimum investable assets of $500,000*, we provide a partnership opportunity that is as unique and individual as the clients that work with us.

Our unique value proposition is centered around a written financial plan consisting of the following:

  1. Actionable strategies for long-term financial success in both up and down markets
  2. Measurable benchmarks to measure and track your success that are based on more than just rates of return
  3. Detailed tax and estate planning strategies that minimizes tax liabilities and contributes to the growth of your net worth.
  4. A probability analysis that is stress tested using real world experiences to give confidence in the direction you are heading.

For more information please visit: Home | Bootle & Associates Private Wealth Management ).

  • Private Wealth Management Professional

    2 months ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Private Wealth Management Associate to join our team at IG Wealth Management. As a key member of our advisory team, you will have the opportunity to work with high net worth clients and grow your client base in a collaborative and entrepreneurial environment.Key ResponsibilitiesClient...

  • Private Wealth Management Professional

    3 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Private Wealth Management Associate to join our team at IG Wealth Management. As a key member of our advisory team, you will have the opportunity to work with high net worth clients and grow your client base in a collaborative and entrepreneurial environment.Key ResponsibilitiesClient...

  • Private Wealth Management Professional

    3 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planning Associate to join our team at IG Wealth Management. As a key member of our advisory team, you will play a critical role in delivering exceptional client service and driving business growth.Key ResponsibilitiesClient Acquisition and RetentionDevelop and execute business...

  • Private Wealth Management Professional

    3 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planning Associate to join our team at IG Wealth Management. As a key member of our advisory team, you will play a critical role in delivering exceptional client service and driving business growth.Key ResponsibilitiesClient Acquisition and RetentionDevelop and execute business...

  • Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateJoin a dynamic team at Bootle & Associates, a leading high-net-worth financial planning practice in Canada. As a Private Wealth Management Associate, you will play a key role in delivering exceptional client experiences and driving business growth.About the OpportunityWe are seeking a motivated...

  • Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateJoin a dynamic team at Bootle & Associates, a leading high-net-worth financial planning practice in Canada. As a Private Wealth Management Associate, you will play a key role in delivering exceptional client experiences and driving business growth.About the OpportunityWe are seeking a motivated...

  • Financial Planning Associate

    3 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateJoin a dynamic team at Bootle & Associates, a leading high-net-worth financial planning practice in Canada. As a Private Wealth Management Associate, you will play a key role in delivering exceptional client experiences and driving business growth.About the OpportunityWe are seeking a motivated...

  • Private Wealth Management Associate

    2 months ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planning Specialist to join our team at IG Wealth Management. As a key member of our advisory team, you will have the opportunity to work with high net worth clients and help them achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...

  • Private Wealth Management Associate

    1 month ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planning Specialist to join our team at IG Wealth Management. As a key member of our advisory team, you will have the opportunity to work with high net worth clients and help them achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...

  • Financial Planning Associate

    4 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our advisory team, you'll have the opportunity to grow your client base and work collaboratively with our experienced professionals.About the...

  • Financial Planning Associate

    4 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our advisory team, you'll have the opportunity to grow your client base and work collaboratively with our experienced professionals.About the...

  • Financial Planning Associate

    4 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our advisory team, you'll have the opportunity to grow your client base and work collaboratively with our experienced professionals.About the...

  • Financial Planning Specialist

    1 month ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    {"title": "Private Wealth Management Associate", "description": "Unlock Your Potential in Private Wealth ManagementAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our advisory team, you'll have the opportunity to grow your client base and work...

  • Financial Planning Specialist

    1 month ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    {"title": "Private Wealth Management Associate", "description": "Unlock Your Potential in Private Wealth ManagementAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our advisory team, you'll have the opportunity to grow your client base and work...

  • Wealth Management Professional

    1 month ago

    Edmonton, Alberta, Canada CC&L Private Capital Full time

    {"title": "Wealth Advisor Opportunity", "content": "Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business...

  • Wealth Management Professional

    1 month ago

    Edmonton, Alberta, Canada CC&L Private Capital Full time

    {"title": "Wealth Advisor Opportunity", "content": "Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business...

  • Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planning Associate to join our team at IG Wealth Management. As a key member of our advisory team, you will have the opportunity to work with high net worth clients and help them achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...

  • Financial Planning Associate

    1 month ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planning Associate to join our team at IG Wealth Management. As a key member of our advisory team, you will have the opportunity to work with high net worth clients and help them achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...

  • Private Client Service Associate

    2 weeks ago

    Edmonton, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly organized and detail-oriented Private Client Service Associate to join our team at TD Private Wealth Management. As a key member of our team, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences and accurate account management.Key ResponsibilitiesPrepare...

  • Private Client Service Associate

    3 weeks ago

    Edmonton, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly organized and detail-oriented Private Client Service Associate to join our team at TD Private Wealth Management. As a key member of our team, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences and accurate account management.Key ResponsibilitiesPrepare...