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Wealth Management Associate

2 months ago

Kitchener, Ontario, Canada IG Wealth Management Full time

**About the Role**

As a Financial Services Professional with the Shari Foster & Associates Wealth Management practice at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment and participate in a full practice succession plan.

**Key Responsibilities**

  • Build relationships with high net-worth individuals and develop new business opportunities.
  • Prepare and present full holistic financial plans using Conquest software.
  • Develop new client relationships from external prospecting and introductions generated from centers of influence.

**Requirements**

  • Minimum of 10 years of experience in the financial services industry.
  • Completed industry licensing – Mutual fund licensed or Securities licensed.
  • Life License Qualification Program (LLQP) or willing to obtain.
  • CFP® or PFP designation.
  • Proven track record for sparking new relationships and bringing on high value clients.

**Compensation**

  • Compensation is aligned to business achievements.
  • Percentage of practice ownership and assured value will be based on the percentage of assets transitioned relative to the overall size of the practice.