Corporate Channel Advisor
4 weeks ago
Advisor Role Overview
At IG Wealth Management, we are seeking a skilled Corporate Channel Advisor to join our team. This role requires the successful candidate to be Mutual Fund Licensed and have a strong background in client-facing financial planning.
Key Responsibilities
- Develop and implement holistic financial plans for clients, considering 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.
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 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.
- Bilingualism (French-English) is required.
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