Advisor for Corporate Clients – Ontario Northeast

3 weeks ago

Sudbury, Ontario, Canada IG Wealth Management Full time

Position: Corporate Channel Financial Advisor

Location: Ontario Northeast

Referral Level: Level 2

IG Wealth Management is seeking dedicated professionals across Canada to enhance our team of Corporate Employed Advisors. Candidates must hold a Mutual Fund License or Securities License and are encouraged to explore this promising opportunity.

Role Overview:

The selected candidate will be required to possess a Mutual Fund License.

As a Corporate Channel Advisor, you will deliver exceptional financial planning and advisory services to clients, focusing on the IG Living Plan. This role offers a unique chance for financial planners to enjoy a competitive compensation package that includes a base salary, bonuses, benefits, and pension, while serving existing IG clients and earning unlimited variable income. The position is primarily remote, with the flexibility to work from an IG Wealth Management regional office as necessary, ensuring a comprehensive approach to financial planning that encompasses all facets of the client's financial landscape, including investment strategies, retirement planning, mortgages, banking, and insurance.

Key Responsibilities:

  • Developing comprehensive financial plans that address all dimensions of clients' financial lives, including their short- and long-term objectives, tax considerations, retirement strategies, risk management, and estate planning.
  • Identifying opportunities to strengthen and deepen client relationships while adhering to regulatory standards.
  • Ensuring a positive client experience with a focus of 85% on servicing existing clients in line with Corporate Channel service standards and 15% on expanding the client base.
  • Enhancing service levels and maximizing efficiency through the utilization of IGWM's digital resources.
  • Managing daily priorities, handling inbound and outbound client communications, executing proactive outreach campaigns, and engaging in retention initiatives provided by our Marketing team.
  • Employing analytical tools and reporting to identify future business opportunities.

Qualifications:

  • Must be Mutual Fund Licensed.
  • Minimum of 3 years of experience in client-facing financial planning.
  • Proven track record as a high achiever with strong relationship-building and sales capabilities, alongside demonstrated excellence in financial planning.
  • Bachelor's degree in a relevant discipline.
  • Completion of LLQP and Provincial Licensing exam for Insurance within the first 60 days of employment is required.
  • ETF trading approval is necessary.
  • Proficient in digital tools, including CRM and financial planning software.
  • Preferred certifications include Certified Financial Planner (CFP) or Financial Planner (F.Pl), or a commitment to pursue within the first two years in the role.
  • Strong understanding of the financial industry, competitive landscape, and economic market trends.
  • Excellent communication skills with the ability to work collaboratively and independently, providing assistance and building relationships.
  • Customer service-oriented, with a proven ability to interact professionally with clients in a primarily virtual environment.
  • The ideal candidate will be a team player, systematic in their work approach, and thrive in a supportive environment.

Note: We appreciate the interest of all applicants in IG Wealth Management; however, only those selected for an interview will be contacted.

IG Wealth Management is committed to providing an accessible recruitment experience. If you require accommodations or this information in an alternate format at any stage of the recruitment process, please reach out to our Talent Acquisition team for assistance.

  • Corporate Channel Financial Advisor – Ontario Northeast

    3 weeks ago

    Sudbury, Ontario, Canada IG Wealth Management Full time

    Position: Financial Advisor, IG Wealth Management, Corporate Channel Location: Ontario Northeast Referral Level: Level 2 We are seeking dedicated professionals across Canada to join our expanding team of Corporate Employed Advisors. If you hold a Mutual Fund license or a Securities license and are interested in this promising opportunity, please review the...

  • Mutual Fund Licensed Advisor – Corporate Channel

    3 weeks ago

    Sudbury, Ontario, Canada IG Wealth Management Full time

    Position: Financial Advisor, IG Wealth Management, Corporate Channel Location: Ontario Northeast Referral Level: Level 2 We are seeking qualified professionals across Canada to join our expanding team of Corporate Employed Advisors. If you hold a Mutual Fund or Securities license and are interested in this rewarding opportunity, please review the details...

  • Financial Planning Advisor – Corporate Channel

    3 weeks ago

    Sudbury, Ontario, Canada IG Wealth Management Full time

    Position Title: Corporate Channel Financial Advisor Location: Ontario Northeast Referral Level: Level 2 We are seeking dedicated professionals across Canada to become part of our expanding team of Corporate Employed Advisors. If you hold a Mutual Fund License or Securities License and are interested in this rewarding opportunity, we encourage you to explore...

  • Corporate Channel Advisor – Financial Planning Specialist

    3 weeks ago

    Sudbury, Ontario, Canada IG Wealth Management Full time

    Position Title: Corporate Channel Financial Advisor Location: Ontario Northeast Referral Level: Level 2 IG Wealth Management is seeking dedicated professionals across Canada to enhance our team of Corporate Employed Advisors. If you hold a Mutual Fund or Securities license and are interested in a rewarding career, we encourage you to explore this...

  • Advisor, IG Wealth Management, Corporate Channel

    3 weeks ago

    Greater Sudbury, Ontario, Ontario, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate ChannelLocation(s): Ontario NortheastReferral Level: Level 2We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details...

  • Business Development Manager

    4 weeks ago

    Greater Sudbury, Ontario, Ontario, Canada SPI Santé Sécurité SPI Health and Safety Full time

    WHO WE ARE With over 50 years of success in Canada, we are defined by our team's passion for growing and expanding the business. We are people with GRIP: Go-Getter, Renders Service, Innovative, and Passionate for succeeding. The well-being of people is the purpose of SPI Health and Safety and involves three fundamental components: Our Employees: Offer...

  • Lead Family Law Advisor

    3 weeks ago

    Sudbury, Ontario, Canada Legal Aid Ontario Full time

    Become a vital part of our team at Legal Aid OntarioWe are in search of a Lead Family Law Advisor for our Family department within the North District. This is a Permanent Full Time role that provides the chance to significantly impact the lives of those we serve.As a key member of our organization, you will be tasked with advocating for clients in family law...

  • Corporate Insurance Specialist

    3 weeks ago

    Sudbury, Ontario, Canada BrokerLink Full time

    BrokerLink is seeking a committed Commercial Insurance Advisor to enhance our team in the Northern Ontario Region on a full-time basis. In this role, you will have the chance to deliver outstanding customer service while advancing your personal and professional growth.Primary Responsibilities:Manage Independent Business Unit accounts and secure new business...

  • Duty Counsel

    4 weeks ago

    Sudbury, Ontario, Canada Legal Aid Ontario Full time

    This position will be situated at the Sudbury Court House with regular travel to Court in Espanola and some travel to Courts located on Manitoulin Island. Criminal Duty Counsel is responsible for providing client service for criminal law matters in the courthouse,both virtually and in person once in person services resume. Criminal Duty Counsel will be...

  • Duty Counsel

    4 weeks ago

    Greater Sudbury, Ontario, Ontario, Canada Legal Aid Ontario Full time

    Job Location: SudburyJob Category: LegalRole Designation: LAO Workplace Based - Role is physically based in an in-person LAO workplace.Legal Aid Ontario employees are committed to making a difference in the lives of our clients. As an integral partner in the Justice system, working at Legal Aid Ontario is more than just a job. It's an opportunity to help...

  • Business Coverage Advisor

    3 weeks ago

    Sudbury, Ontario, Canada BrokerLink Full time

    BrokerLink is seeking a committed Commercial Insurance Advisor to become a part of our dynamic team. This role offers the chance to deliver outstanding client service while advancing your career in the Northern Ontario Region.Primary Duties:Manage Independent Business Unit accounts and develop new business opportunitiesDeliver timely and expert service to...

  • Client Advisor

    7 days ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Territory Business Manager

    3 weeks ago

    Sudbury, Ontario, Canada Daniels Health Full time

    About UsAt Daniels Health, we are driven by a mission to transform healthcare safety and efficiency. Our journey began with a vision to tackle critical issues in the healthcare sector, particularly those related to safety and compliance in sharps management. Through relentless innovation and commitment, we have developed industry-leading solutions that have...

  • Regional Business Manager

    3 weeks ago

    Sudbury, Ontario, Canada Daniels Health Full time

    About UsAt Daniels Health, we are driven by a vision to transform the healthcare landscape. Our journey began with a commitment to innovate and enhance safety standards in the medical field, particularly in addressing the critical issue of needle-stick injuries. With a legacy of over three decades, we have pioneered the safest containment systems and...

  • Financial Advisor

    2 days ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Job Title: RBC Financial AdvisorAbout the Role:As a Financial Advisor at RBC, you will play a key role in building and maintaining relationships with high-value clients, providing expert advice and guidance to help them achieve their financial goals. You will be responsible for delivering exceptional client experiences, leveraging your knowledge and...

  • Financial Advisor

    1 week ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Job Title: RBC Financial Advisor About the Role: As a Financial Advisor at RBC, you will play a key role in building and maintaining relationships with high-value clients, providing expert advice and guidance to help them achieve their financial goals. You will be responsible for delivering exceptional client experiences, leveraging your knowledge and...

  • Board Director Opportunity

    3 days ago

    Sudbury, Ontario, Canada Ontario First Nations Technical Services Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced individual to join our Board of Directors at the Ontario First Nations Technical Services Corporation. As a Board Director, you will play a crucial role in guiding the strategic direction of our organization and ensuring that we continue to meet the technical and engineering needs of our...

  • Board Director Opportunity

    3 days ago

    Sudbury, Ontario, Canada Ontario First Nations Technical Services Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced individual to join our Board of Directors at the Ontario First Nations Technical Services Corporation. As a Board Director, you will play a crucial role in guiding the strategic direction of our organization and ensuring that we continue to meet the technical and engineering needs of our...

  • Board Director

    3 days ago

    Sudbury, Ontario, Canada Ontario First Nations Technical Services Corporation Full time

    About the RoleThe Ontario First Nations Technical Services Corporation is seeking a highly skilled and dedicated individual to join its Board of Directors. As a Board Director, you will play a crucial role in shaping the corporation's strategic direction and ensuring its continued success in serving the technical and engineering needs of First Nations...

  • Board Director

    3 days ago

    Sudbury, Ontario, Canada Ontario First Nations Technical Services Corporation Full time

    About the RoleThe Ontario First Nations Technical Services Corporation is seeking a highly skilled and dedicated individual to join its Board of Directors. As a Board Director, you will play a crucial role in shaping the corporation's strategic direction and ensuring its continued success in serving the technical and engineering needs of First Nations...