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Financial Planning Advisor

2 months ago

Toronto, Ontario, Canada IG Wealth Management Full time
About the Role

This is a unique opportunity for a skilled Financial Planning Advisor to join our Corporate Channel team at IG Wealth Management. As a Mutual Fund Licensed professional, you will be responsible for providing holistic financial plans to clients, considering all aspects of their financial life.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with existing clients, identifying opportunities to deepen and solidify their trust in our services.
  • Financial Planning: Create comprehensive financial plans that address clients' short and long-term goals, tax, retirement, risk management, and estate planning.
  • Business Development: Grow the client base by leveraging our digital tools and identifying new business opportunities.
  • Service Delivery: Provide exceptional service to clients, ensuring regulatory guidelines are followed and our service standards are met.
  • Collaboration: Work collaboratively with our Marketing team to execute proactive campaigns and retention activities.
Requirements
  • Mutual Fund Licensed
  • 3+ years of client-facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills
  • 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 digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (F.Pl) designation preferred or willingness to 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
About IG Wealth Management

IG Wealth Management is an accessible employer committed to providing a barrier-free recruitment experience. We thank all applicants for their interest, however, only those candidates selected for an interview will be contacted.