Wealth Management Associate

4 weeks ago

Calgary, Alberta, Canada IG Wealth Management Full time

Join Our Team as a Financial Planning Associate

We are seeking a committed and skilled financial planning associate to enhance our team at IG Wealth Management. Our mission is to assist clients in achieving their financial aspirations through strategic and principled financial guidance. We are looking for an individual who is not only well-versed in financial planning but also genuinely passionate about enabling clients to make informed financial choices.

Why You Should Consider This Opportunity

Our organization prioritizes a robust work culture and ethical practices. We take pride in our well-organized operations and diverse clientele. The welfare of the families we serve is always our foremost concern. In addition to our professional expertise, we foster an engaging team atmosphere where enjoyment is a key component.

Do you find yourself wishing to provide more for your clients but feel constrained by time? With a substantial client base, effective time management is essential. Our firm ensures that our advisors have access to the resources necessary to deliver quality service while maintaining strong client relationships. Through advanced technology and streamlined business processes, we guarantee exceptional attention and care for our clients.

The role of Financial Planning Associate is perfect for someone enthusiastic about financial planning and skilled at building meaningful relationships. We are looking for a candidate with prior experience in financial planning, who is personable and proficient in networking.

Your Key Responsibilities Will Include:

  • Formulating and presenting comprehensive financial strategies
  • Identifying avenues for expanding the client base
  • Developing strategies for business growth
  • Gathering client information for proposals
  • Establishing and nurturing client relationships

To Qualify for This Role, You Must Have:

  • Securities license
  • LLQP certification (or a willingness to obtain it)
  • CFP designation (or a willingness to pursue it)
  • A minimum of 5 years of experience in financial planning
  • Strong communication and computer skills
  • The ability to engage with clients in a professional and effective manner

Desired Attributes for This Position:

  • Meticulous attention to detail
  • Ability to inspire and influence others
  • Confidence coupled with a willingness to learn and grow
  • A proven track record of achieving positive client outcomes
  • A readiness to be mentored and continuously improve

At IG Wealth Management, we are proud to be recognized as top achievers under Power Corp., a reputable organization with a rich history. We serve a select group of families, professionals, and entrepreneurs, offering a comprehensive suite of financial services. With nearly two decades of experience, we are dedicated to excellence and client satisfaction.

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