Financial Planning Specialist

3 days ago

Winnipeg, Manitoba, Canada IG Wealth Management Full time
Role Summary

We are seeking a skilled Financial Planning Specialist to join our team at IG Wealth Management. As a Corporate Advisor, you will play a key role in providing proactive financial 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 client relationships 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.
Requirements
  • Mutual fund licensed or Securities 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.

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.

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