Private Wealth Management Associate

3 weeks ago

St Catharines, Ontario, Canada IG Wealth Management Full time
Unlock Your Potential as a Private Wealth Management Associate

At IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our team, you'll have the opportunity to work with high-net-worth clients, develop your financial planning skills, and contribute to the growth and success of our practice.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, utilizing industry-leading software and tools.
  • Build and maintain strong relationships with clients, providing exceptional service and support.
  • Identify new business opportunities and develop strategies to grow our client base.
  • Collaborate with our team of financial planning experts to deliver exceptional results and exceed client expectations.
Requirements:
  • Minimum 5+ years of experience in financial services, with a proven track record of business development and sales success.
  • Completed MFDA licensing and willingness to obtain LLQP insurance licensing.
  • Financial planning designation, such as CFP or QAFP, is an asset.
  • Strong interpersonal skills and ability to build relationships with clients and colleagues.
What We Offer:
  • Competitive compensation package, including regular pay and bonuses aligned to business achievement.
  • Opportunities for professional growth and development, with industry-leading training and support.
  • A dynamic and entrepreneurial work environment, with a focus on excellence and client satisfaction.

  • Private Wealth Management Associate

    3 weeks ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our team, you'll have the opportunity to work with high-net-worth clients, develop your financial planning skills, and contribute to the growth...

  • Private Wealth Management Associate

    3 weeks ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our team, you'll have the opportunity to work with high-net-worth clients, develop your financial planning skills, and contribute to the growth...

  • Private Wealth Management Associate

    3 weeks ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our team, you'll have the opportunity to work with high-net-worth clients, develop your financial planning skills, and contribute to the growth...

  • Private Wealth Management Associate

    3 weeks ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our team, you'll have the opportunity to work with high-net-worth clients, develop your financial planning skills, and contribute to the growth...

  • Private Wealth Management Associate

    4 weeks ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our team, you'll have the opportunity to work with high-net-worth clients, develop your financial planning skills, and contribute to the growth...

  • Private Wealth Management Associate

    4 weeks ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Unlock Your Potential as a Private Wealth Management AssociateAt IG Wealth Management, we're seeking a talented and ambitious individual to join our team as a Private Wealth Management Associate. As a key member of our team, you'll have the opportunity to work with high-net-worth clients, develop your financial planning skills, and contribute to the growth...

  • Private Wealth Management Associate Consultant

    1 week ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at IG Wealth Management. As a Private Wealth Management Associate Consultant, you will be responsible for growing the assets of a well-established, client-centric financial planning practice.Key ResponsibilitiesPrepare and present financial planning solutions...

  • Senior Financial Planning Consultant

    1 week ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Job SummaryWe are seeking a highly motivated and experienced Senior Financial Planning Consultant to join our team at IG Wealth Management. As a key member of our Private Wealth Management group, you will be responsible for providing exceptional financial planning services to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive...

  • Wealth Management Associate

    6 days ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities Inc. is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a resourceful and collaborative individual to join our team as a Wealth Management Associate.As a key member of our team, you will provide exceptional service and support...

  • Associate - Wealth Management

    4 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a highly skilled and motivated individual to join our team as an Associate. As a key member of our team, you will play a vital role in delivering exceptional client service...

  • Associate - Wealth Management

    4 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a highly skilled and motivated individual to join our team as an Associate. As a key member of our team, you will play a vital role in delivering exceptional client service...

  • Wealth Management Associate

    1 week ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking a skilled and dedicated individual to join our team as a Wealth Management Associate. In this role, you will be responsible for providing exceptional client service and support to our clients and advisors.Key Responsibilities:Maintain existing client accounts and identify opportunities to contact...

  • Associate - Wealth Management

    4 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a highly skilled and motivated individual to join our team as an Associate. This role offers a unique opportunity to work in a dynamic and collaborative environment, providing...

  • Associate - Wealth Management

    4 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a highly skilled and motivated individual to join our team as an Associate. This role offers a unique opportunity to work in a dynamic and collaborative environment, providing...

  • Associate - Wealth Management

    4 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a highly skilled and motivated individual to join our team as an Associate. This role offers a unique opportunity to work in a dynamic and collaborative environment, providing...

  • Associate - Wealth Management

    4 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a highly skilled and motivated individual to join our team as an Associate. This role offers a unique opportunity to work in a dynamic and collaborative environment, providing...

  • Associate - Wealth Management

    4 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a highly skilled and motivated individual to join our team as an Associate. This role offers a unique opportunity to work in a dynamic and collaborative environment, providing...

  • Associate - Wealth Management

    4 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWhat is the Opportunity?RBC Dominion Securities is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. We are seeking a highly skilled and motivated individual to join our team as an Associate. This role offers a unique opportunity to work in a dynamic and collaborative environment, providing...

  • High Net Worth Financial Advisor

    6 days ago

    St. Catharines, Ontario, Canada IG Wealth Management Full time

    Role OverviewAs a key member of our team, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. This is a great opportunity to deepen your financial planning relationships and build a successful career in the financial services industry.Key ResponsibilitiesPrepare and present financial planning...

  • Associate

    1 month ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job OpportunityRBC Dominion Securities is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a skilled and dedicated individual to join our team as an Associate.Key ResponsibilitiesMaintain client relationships and provide exceptional service to ensure client satisfaction and loyalty.Manage client...