Associate

1 week ago

Waterloo, Canada IG Gestion de Patrimoine Full time

As an Associate with the Shari Foster & Associates Wealth Management team at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence.

In 2023, our practice was ranked in the top 100 across Canada and was named to the firm’s illustrious President’s Council Recognition Program.

We are looking to grow our team with the addition of a successful full-time financial advisor, or an individual with a minimum of 5+ years’ experience.

**The role is based full time in-office. Your role will focus on**:

- Identifying new business opportunities with high net-worth individuals
- Developing new client relationships from external prospecting and introductions generated from centers of influence.
- Meeting directly with prospective clients as well as following up with existing clients to execute strategic concepts and further client relationships.
- Interacting with clients daily through incoming client calls, meetings (both virtual and on site) and providing information on products, services, and strategies.
- Minimum of 5 years of experience in the financial services industry
- Completed industry licensing - MFDA or IIROC
- Life License Qualification Program (LLQP) or willing to obtain
- A financial planning designation, such as CFP® or PFP designation considered an asset
- Proven track record for sparking new relationships and bringing on high value clients

**Ideal compensation**:
Combination of a fixed earnings amount and bonus aligned to business achievements.
- Opportunity to build equity ownership in the practice and participation in a guaranteed practice succession plan.
- Total compensation year one will be developed through a collaborative discussion of the client family groups that the associate believes will transition with them.
- Percentage of practice ownership and assured value will be based on the percentage of assets transitioned relative to the overall size of the practice.

At Shari Foster & Associates Wealth Management, our mission is to improve people's lives by helping our clients achieve new heights of financial success, so they have the freedom to live their lives, their way, both now and in retirement. We’re seeking a thoughtful, genuine entrepreneurial-minded individual who can help us meet our vision to be the most sought-after, trusted, holistic financial planning firm helping people achieve their dreams. At least one-third of your time will be devoted to external business development efforts. You will contribute to, and publicly represent, the firm’s strategic brand. We are committed to excellence and offer industry-leading training, support, and ongoing development throughout your career. You will be backed by a team of advanced financial planning experts and a network of mortgage advisors, wealth, and insurance specialists. We offer exceptional income potential, where your earnings are reflective of your efforts. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally.

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