Financial Planning Advisor

5 days ago

Québec, Quebec, Canada IG Wealth Management Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Advisor to join our Corporate Channel team at IG Wealth Management. As a Financial Planning Advisor, you will play a critical role in providing proactive and outstanding planning and advice to clients, leading with the IG Living Plan.

Key Responsibilities
  • Develop and implement holistic financial plans that consider all aspects of clients' financial lives, including their short and long-term goals, tax, retirement, risk management, and estate planning.
  • Identify opportunities to deepen and solidify relationships with clients 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 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
  • 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.
  • Bilingualism (French-English) is required

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