Financial Planning Professional

5 days ago


Sudbury, Ontario, Canada IG Wealth Management Full time

At IG Wealth Management, we are actively seeking a skilled Financial Planning Professional to join our growing team of Corporate Employed Advisors in the Ontario Northeast region.

Job Summary:

We offer a competitive total compensation package including base salary and uncapped variable income for this role. The ideal candidate is a performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.

About the Role:

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

Requirements:

  • Mutual fund licensed
  • 3+ years of client-facing financial planning experience
  • 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

Estimated Salary Range: $80,000 - $120,000 per year

Benefits: A comprehensive benefits package, including base salary, bonus, benefits, and pension.

Please visit our career page to learn more about this opportunity and how to apply.



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