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 below.

Role Overview:

The successful candidate must possess a Mutual Fund license.

Advisors within the Corporate Channel deliver comprehensive planning and advisory services to clients, utilizing the IG Living Plan. This role offers a distinctive opportunity for financial planners to enjoy a competitive compensation package, which includes a base salary, bonuses, benefits, and pension, while serving existing IG clients and earning uncapped variable income. The Advisor role is primarily remote, with the flexibility to work from an IG Wealth Management regional office as necessary, as they implement IG's holistic 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 planning, risk management, and estate planning.
  • Identifying opportunities to enhance and strengthen 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.
  • Improving efficiency and service quality through the utilization of IGWM's digital resources.
  • Managing daily priorities, addressing inbound and outbound client communications, executing proactive campaigns, and engaging in retention initiatives provided by our Marketing team.
  • Leveraging reporting, tools, and analysis to identify future business opportunities.

Qualifications:

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

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

Accessibility Commitment: IG Wealth Management is an accessible employer dedicated to providing a barrier-free 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 who will assist you in meeting your needs.

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