Advisor, , Corporate Channel (Mutual fund licensed) – English (Ottawa)
4 weeks ago
Location(s): Ottawa
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
#J-18808-Ljbffr
-
Mutual Fund Client Support Analyst
4 weeks ago
Ottawa, Ontario, Canada ROSS Full timeOur client is one of Canada's largest investment management companies who offer a challenging, technologically advanced work environment that will expand your skill set and provide you with real opportunities for career advancement. You'll also enjoy one of the best benefit programs in the industry, tuition reimbursements, a generous RRSP program, a...
-
Associate Financial Advisor
1 day ago
Ottawa, Ontario, Canada Co-operators Full timeDirect message the job poster from Co-operatorsFinancial Advisor/Owner, Glig Insurance & Investments Inc/Mutual Fund Investment Specialist, Co-operators Financial Investment Services Inc.Company DescriptionCo-operators is a leading Canadian financial services co-operative offering multi-line insurance and wealth products to build financial strength and...
-
English as a Second Language Instructor
3 days ago
Ottawa, Ontario, Canada Ottawa Catholic School Board Full timeAbout the RoleAs an instructor with the Ottawa Catholic School Board, you will have the opportunity to make a meaningful impact in the lives of adult learners. Under the supervision of the Manager of Continuing Education, you will be responsible for teaching English as a Second Language (ESL) instruction to learners in a publicly funded...
-
Junior Financial Advisor
3 days ago
Ottawa, Ontario, Canada People Corporation Full timeWe are committed to helping businesses succeed at People Corporation.About UsAs a national provider of benefits, retirement, wealth, wellness, and human resource solutions, we cater to the unique needs of businesses and their employees, members, and stakeholders. With over 20,000 clients representing nearly 3 million Canadians, our experts and solutions...
-
Financial Advisor
1 day ago
Ottawa, Ontario, Canada Frontline Credit Union Full timeWe are in search of a Financial Advisor who values advice giving and customer service. The successful applicant must be Mutual Fund Licensed for at least 3 years and must have full Personal Lending experience of at least 5 years. If you are interested, or know someone who is suitable, please reach out to me directly.Seniority levelMid-Senior levelEmployment...
-
Ottawa, Ontario, Canada Definity Financial Corporation Full timeAbout the RoleThis is a fantastic opportunity to join Definity Financial Corporation as an Insurance Advisor. As a key member of our team, you will play a crucial role in providing exceptional customer service and driving sales growth. We are looking for someone who is passionate about delivering outstanding results and has a proven track record in a contact...
-
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 217006Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Casual English Language Educator
3 days ago
Ottawa, Ontario, Canada Ottawa Catholic School Board Full timeWhy Work With UsThe Ottawa Catholic School Board is committed to equitable hiring, employment and promotion practices and is dedicated to an inclusive workforce that reflects the diversity of our students and our communities. We actively seek applications from Indigenous peoples, Black and racialized people, persons with disabilities, people from gender...
-
Technical Advisor – Ottawa Territory
4 weeks ago
Ottawa, Ontario, Canada Fabelta aluminium inc. Full timeAs the oldest in our industry, we have the best customers in the market. We work closely with professionals in the field of architecture and design. We support our partners and customers in the design of their tailor-made and unique projects.The mandate of the advisor is to develop our market share in Ottawa. As part of their duties, the following are the...
-
Technical Advisor – Ottawa Territory
2 days ago
Ottawa, Ontario, Canada Fabelta aluminium inc. Full timeAs the oldest in our industry, we have the best customers in the market. We work closely with professionals in the field of architecture and design. We support our partners and customers in the design of their tailor-made and unique projects.The mandate of the advisor is to develop our market share in Ottawa. As part of their duties, the following are the...
-
Wealth Management Advisor
23 hours ago
Ottawa, Ontario, Canada Co-operators Full timeAbout UsCo-operators is a Canadian leader in financial services, offering a range of insurance and wealth management solutions. We prioritize the needs of our clients and communities, and are committed to making a positive impact through community investment and strategic partnerships.This is a full-time opportunity for an Associate Financial Advisor to join...
-
Holistic Wealth Advisor
4 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAs a Senior Financial Advisor at Scotiabank, you will play a vital role in helping customers achieve their financial goals. Your responsibilities will include taking a proactive approach to understanding customer needs, providing expert advice on day-to-day banking, investments, and borrowing solutions, and building strong relationships with customers. To...
-
Ottawa, Ontario, Canada Export Development Canada Full timeExport Development Canada (EDC) is a financial Crown corporation dedicated to helping Canadian businesses make an impact at home and abroad. EDC offers financial products and knowledge to help Canadian businesses confidently enter new markets, reduce financial risk, and grow their business.When you join our team, you'll be helping Canadian businesses learn...
-
SALES - Business Development Manager (Ottawa)
4 weeks ago
Ottawa, Ontario, Canada Haventreebank Full timeSALES - Business Development ManagerOttawa Position Summary:The primary responsibility of the Business Development Manager (BDM) is to drive mortgage volume through multiple channels, maximizing both funded volume and efficiency ratios.Major Duties & Responsibilities:Sales: Drive mortgage volume in the alternative lending space.Efficiencies: Educate broker...
-
Ottawa, Ontario, Canada Ottawa Catholic School Board Full timeCasual English as a Second Language Instructors Continuing Education Why Work With The Ottawa Catholic School Board: The OCSB proudly serves over 50,000 students in 91 schools. We offer an education that respects all faiths' universal values and is grounded in Catholic principles. We foster innovation to inspire Deep Learning so that all can realize their...
-
Associate Insurance Advisor III in Ottawa
4 weeks ago
Ottawa, Ontario, Canada Co-operators Full timeAssociate Insurance Advisor III in OttawaCompany: CGICDepartment: Newor Dist - Nat CapitalEmployment Type: Regular Full-TimeWork Model: Office-BasedLanguage: This role operates in English.The Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to...
-
Associate Insurance Advisor III in Ottawa
2 hours ago
Ottawa, Ontario, Canada Co-operators Full timeAssociate Insurance Advisor III in OttawaCompany: CGICDepartment: Newor Dist - Nat CapitalEmployment Type: Regular Full-TimeWork Model: Office-BasedLanguage: This role operates in English.The Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to...
-
Financial Advisor
5 days ago
Ottawa, Ontario, Canada RBC - Royal Bank Full timeJob Summary Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Financial Advisor
5 days ago
Ottawa, Ontario, Canada RBC - Royal Bank Full timeJob Summary Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Regional Vice President
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeDynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a...