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Financial Planning Expert
2 months ago
This is a unique opportunity for a Mutual fund licensed professional to join our growing team of Corporate Employed Advisors at IG Wealth Management. As a Corporate Channel Advisor, you will provide proactive and outstanding planning and advice to clients, leveraging the IG Living Plan to deliver a holistic approach to financial planning.
Key Responsibilities- Develop and implement comprehensive financial plans that consider clients' short and long-term goals, tax, retirement, risk management, and estate planning.
- Identify opportunities to deepen and solidify relationships with clients while ensuring regulatory guidelines are followed.
- Support a positive client experience with a focus on servicing existing clients and growing the client base.
- Maximize efficiency and enhance service levels through the use of IGWM's digital tools.
- Manage day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities provided by our Marketing team.
- Use reporting, tools, and analysis to support the identification of future business opportunities.
- 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 the 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') designation preferred or willing to actively pursue within the first 2 years in role.
- Understanding of the industry, competitive landscape, and economic market issues.
- Strong communication skills with the ability to work collaboratively and independently, provide assistance, and build relationships.
- Customer service orientation, with a demonstrated ability to professionally interact with clients in a primarily virtual setting.
- The ideal candidate is a team player who is systematic in their approach to work and thrives in a supportive environment.
As a Corporate Channel Advisor at IG Wealth Management, you will 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.
Please visit our career page by clicking on the following link: https://www.igwealthmanagement.com/careers
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
IG Wealth Management is an accessible employer committed to providing a barrier-free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
