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Experienced Wealth Management Consultant

2 months ago

Greater Toronto Area, Canada IG Wealth Management Full time

Position Overview

The role of a Wealth Management Consultant at IG Wealth Management is centered around an entrepreneurial spirit, aimed at assisting Canadians in reaching their financial aspirations. If you are in pursuit of a superior opportunity to enhance both client outcomes and your own professional journey, IG is the ideal environment for you. We seek proactive and responsive individuals dedicated to achieving excellence. The right candidate will receive support from IG to cultivate a fulfilling career both personally and professionally. Embrace independence and a harmonious work-life balance as you organize your schedule to nurture and expand your client relationships.

Our integrated approach to financial planning considers every facet of a client's financial landscape. We dedicate time to understand all life goals, financial ambitions, and concerns that clients hold for themselves and their families, followed by a thorough evaluation of their overall financial health.

Key Responsibilities

At IG Wealth Management, you will establish your practice on your own terms—engaging directly with clients to foster relationships, create comprehensive financial strategies, and assist them in achieving financial confidence throughout their lives. You will be supported by a team of advanced financial planning professionals and a network of specialists in wealth management, mortgage, and insurance planning to facilitate the onboarding and transition of your client portfolio to IG Wealth Management. Transition your clients' accounts and, if licensed in insurance, their life insurance policies to IG and its partner firms to develop an IG Living Plan (a continuous financial strategy that tracks progress) utilizing your existing and established client relationships.

Qualifications

• Exceptional interpersonal skills

• Educational qualifications should include a university degree or a college diploma.

• Minimum of 5 years of experience as an independent or bank financial advisor is required, with a preference for candidates possessing 10 years in the industry and an established client portfolio.

• A mutual funds license in Ontario is mandatory, while an insurance license in Ontario is advantageous.

• Currently, over 1,400 of our Consultants hold the Certified Financial Planner designation, which is a beneficial qualification.

Benefits

IG offers industry-leading training and ongoing education, along with support and development throughout your career. Flexible health and dental plans are available to meet your needs.

Tuition reimbursement is provided for individuals who complete and pass the Certified Financial Planner designation.

Compensation Structure

We offer an exceptional income potential, where your earnings are directly correlated to your efforts.