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Wealth Management Associate
3 months ago
Join Our Team as a Financial Planning Associate
We are seeking a committed and skilled financial planning professional to become a part of our dynamic team at IG Wealth Management. Our mission is to assist clients in attaining financial independence through ethical and strategic financial planning. We are looking for an individual who possesses not only expertise but also a genuine passion for empowering clients to make informed financial choices.
Why Choose Us?
Our organization prioritizes a robust work culture and ethical practices. We take pride in our well-organized operations and diverse clientele. The well-being of the families we serve is always our foremost concern. In addition to our professional capabilities, we foster an engaging team atmosphere where enjoyment is a key component.
Do you often feel limited in your ability to assist clients due to time constraints? With a portfolio of over 300 client families, effective time management is essential. Our firm is dedicated to ensuring that our advisors have access to the necessary resources to deliver high-quality service while maintaining strong client relationships. Through our advanced technological tools and streamlined business processes, we guarantee exceptional attention and care for our clients.
The position of Financial Planning Associate is perfect for someone enthusiastic about financial planning and adept at cultivating meaningful relationships. We are looking for candidates with prior experience in financial planning who are sociable and skilled at networking.
Your Key Responsibilities:
- Developing and presenting comprehensive financial plans
- Identifying opportunities for client base expansion
- Formulating business strategies for growth
- Gathering client information for proposals
- Building and maintaining client relationships
Qualifications Required:
- Securities license
- LLQP certification (or willingness to obtain)
- CFP designation (or willingness to obtain)
- A minimum of 5 years of experience in financial planning
- Strong communication and computer skills
- Ability to engage with clients in a professional and effective manner
Desired Attributes:
- Attention to detail
- Ability to inspire and influence others
- Confidence with a commitment to learning and growth
- Proven success in achieving positive client outcomes
- Willingness to be mentored and pursue continuous improvement
IG Wealth Management is a distinguished leader under Power Corp., with a rich history of excellence. 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 maintaining high standards of client satisfaction and excellence.
