Financial Planning Expert

{"h1": "Financial Planning Expert - Corporate Channel", "p": "At IG Wealth Management, we are seeking a highly skilled Financial Planning Expert to join our Corporate Channel team. As a key member of our team, you will be responsible for providing proactive and outstanding planning and advice to clients, leading with the IG Living Plan.

Responsibilities:

* Provide clients with holistic financial plans that consider all aspects of their financial life, including their short and long-term goals, tax, retirement, risk management, and estate planning.
* Identify opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed.
* Support a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard 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 that are provided by our Marketing team.
* Use reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

* Mutual fund licensed or Securities 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.

If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

Please visit our career page by clicking on the following link:

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

IG Wealth Management is an accessible employer committed to providing a barrier-free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

", "h2": "Key Responsibilities", "h3": "Client Relationship Management", "ul": "

* Provide clients with holistic financial plans that consider all aspects of their financial life, including their short and long-term goals, tax, retirement, risk management, and estate planning.
* Identify opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed.
* Support a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard 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 that are provided by our Marketing team.
* Use reporting, tools, and analysis to support the identification of future business opportunities.

", "h3": "Financial Planning and Analysis", "ul": "

* Provide clients with holistic financial plans that consider all aspects of their financial life, including their short and long-term goals, tax, retirement, risk management, and estate planning.
* Identify opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed.
* Support a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard 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 that are provided by our Marketing team.
* Use reporting, tools, and analysis to support the identification of future business opportunities.

", "h2": "Qualifications", "ul": "

* Mutual fund licensed or Securities 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.

", "h2": "What We Offer", "p": "At IG Wealth Management, we offer a competitive total compensation package, including base salary, bonus, benefits, and pension. We also provide a supportive and collaborative work environment, with opportunities for professional growth and development.

If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

Please visit our career page by clicking on the following link:

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

IG Wealth Management is an accessible employer committed to providing a barrier-free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

", "h2": "How to Apply", "p": "To apply for this exciting opportunity, please visit our career page by clicking on the following link:

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

IG Wealth Management is an accessible employer committed to providing a barrier-free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

"}

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