Financial Planner

3 weeks ago

Regina, Saskatchewan, Canada IG Wealth Management Full time
Advisor, IG Wealth Management, Corporate Channel

Location: Regina

We are seeking a highly motivated and experienced financial planner to join our growing team of Corporate Employed Advisors. As a Mutual fund licensed advisor, you will be responsible for 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 investment strategies, retirement planning, mortgages, banking, and insurance.
  • 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 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 the 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 the first 2 years in role.
  • Understanding of the industry, competitive landscape, and economic market issues.
  • Strong communication skills with the 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.

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