Financial Planner

5 days ago


Sherbrooke, Quebec, Canada IG Wealth Management Full time
{"title": "Advisor, IG Wealth Management, Corporate Channel", "description": "

As a key member of our Corporate Channel team, you will provide proactive, holistic financial planning and advice to clients, leveraging the IG Living Plan to deliver exceptional results. With a focus on building strong relationships and driving business growth, you will be responsible for identifying opportunities to deepen and solidify client relationships while ensuring regulatory guidelines are followed.

Key responsibilities include:

  • Developing and implementing comprehensive financial plans that consider all aspects of a client's financial life, including investment strategies, retirement planning, mortgages, banking, and insurance.
  • Identifying and pursuing new business opportunities to grow the client base and drive revenue growth.
  • Providing exceptional client service, with a focus on delivering a positive client experience and meeting or exceeding service standards.
  • Collaborating with the marketing team to execute proactive campaigns and retention activities that drive business growth and client engagement.
  • Utilizing reporting and analysis tools to identify future business opportunities and inform strategic decision-making.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client-facing financial planning experience
  • Strong relationship and sales skills, with a proven track record of 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 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.
  • Bilingualism (French-English) is required
", "lang_code": "en"}

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