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Financial Planning Expert

2 months ago

Sudbury, Ontario, Canada IG Wealth Management Full time
{"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
* 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": "About IG Wealth Management", "p": "IG Wealth Management is a leading wealth management company that provides a comprehensive range of financial services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals and live a more secure and prosperous life.

Our team of experienced financial advisors and planners work closely with our clients to understand their unique financial needs and develop personalized financial plans that meet their goals and objectives.

At IG Wealth Management, we are dedicated to providing exceptional service and support to our clients, and we are committed to building long-term relationships with them.

If you are interested in learning more about this opportunity or would like to discuss how you can contribute to our team, please do not hesitate to contact us.

Thank you for considering IG Wealth Management as your next career destination.

Sincerely,

[Your Name]"}