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Financial Planning Expert

2 months ago

Sherbrooke, Quebec, Canada IG Wealth Management Full time
{"Job Title": "Financial Planning Expert", "Job Summary": "We are seeking a highly skilled Financial Planning Expert to join our Corporate Channel team at IG Wealth Management. As a Financial Planning Expert, you will be responsible for providing holistic financial plans to clients, considering all aspects of their financial life, including investment strategies, retirement planning, mortgages, banking, and insurance.

Responsibilities:

* Provide clients with comprehensive financial plans that meet their short and long-term goals
* Identify opportunities to deepen and solidify relationships with clients while ensuring regulatory guidelines are followed
* Support a positive client experience with an 85% focus on servicing existing clients and 15% on 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
* 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 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 first 2 years in role
* Understanding of the industry, competitive landscape, and economic market issues
* Strong communication skills with 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
* Bilingualism (French-English) is required

If you are a motivated and experienced Financial Planning Expert looking for a new challenge, please review the job requirements and apply now.", "Company Overview": "IG Wealth Management is a leading wealth management company that provides comprehensive financial planning and investment solutions to individuals and families. We are committed to helping our clients achieve their financial goals and live a more secure and fulfilling life.

Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a highly skilled Financial Planning Expert to join our Corporate Channel team.

If you are passionate about financial planning and want to make a difference in the lives of our clients, please apply now.", "How to Apply": "To apply for this exciting opportunity, please submit your resume and cover letter to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.", "Equal Employment Opportunity": "IG Wealth Management is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all employees.", "Accessibility": "IG Wealth Management is committed to providing an accessible and inclusive work environment for all employees. If you require accommodation during the application or interview process, please contact us at [insert contact information]."}