Senior Financial Planning and Advisory Professional
2 days ago
IG Wealth Management is a rapidly growing financial planning and advisory practice committed to providing personalized and strategic financial solutions to our clients. We value integrity, excellence, and innovation in our work.
About the Role
This is an excellent opportunity for a highly organized and motivated financial services professional to help shape a leading financial planning practice. As a Senior Financial Planning and Advisory Professional, you will be responsible for maintaining accurate records, presentations, and reports using the Microsoft Office suite. You will also maintain updated client files and database, ensuring seamless client interactions.
Requirements
We are seeking a candidate with a strong background in the financial services industry, preferably with MFDA/AMF or RR IIROC license and LLQP certification. Your expertise in MS Office Suite, particularly Outlook, Word, Excel, and Power Point, will be invaluable in this role. Strong customer service skills, both phone and face-to-face, are essential for success in this position. A flexible and adaptable individual who can grow with our team is ideal for this opportunity.
Benefits
This full-time position offers a competitive salary, estimated at $65,000 - $85,000 per year, depending on experience, as well as a commitment to work-life balance, including remote work options.
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