Private Wealth Management Associate

4 weeks ago

Guelph, Ontario, Canada IG Wealth Management Full time
Job Title: Private Wealth Management Associate

IG Wealth Management is seeking a highly motivated and detail-oriented Private Wealth Management Associate to join our team. As a key member of our practice, you will provide administrative support and develop support systems to grow the assets of our well-established, client-centric financial planning practice.

Key Responsibilities:

  • Support the Advisor with ongoing client servicing, engaging the Advisor when client portfolios require suitability reviews, KYC updates, or investment recommendations.
  • Arrange client meetings, answer queries, and follow up on missing documentation by phone and email.
  • Prepare documentation required to open and update client accounts in accordance with regulatory rules and recommendations.
  • Accurately enter and process client trades, including deposits, withdrawals, transfers, and systematic plans, as directed by the Advisor in a timely manner.
  • Maintain complete and accurate client files and ensure all client interactions are fully documented.
  • Understand required documentation and governing rules for all financial account types, including RRSP, TFSA, RESP, LIRA, etc.
  • Stay up to date with regulatory guidelines and ensure compliance with regulations in all activities.
  • Prepare comprehensive financial plans for use in implementing financial planning strategies using leading-edge software.
  • Maintain account lists, track client documentation, and explain product, services, and strategies to clients directly.
  • Support all business development and marketing activities and strategies.
  • Develop client relationships with existing clients.
  • Meet directly with clients to execute strategic concepts and further the client relationship.

Requirements:

  • Experience in a financial service advisory firm (required)
  • Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain
  • Preference will be given to those with an IIROC; LLQP and CFP
  • Comprehensive knowledge of procedures for all industry-related systems and products
  • Post-secondary education
  • Prior management experience and team leadership
  • Project management and multi-tasking skills
  • Superior strategic thinking
  • Proactive leadership
  • Excellent, effective communication skills – verbal and written
  • Ability to work collaboratively with all members of the practice
  • Advanced knowledge of technology, tools, and software
  • Proficient in CRM Tools (Sales Force) and Microsoft Office Suite of Tools

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