Senior Financial Planner

4 weeks ago

Winnipeg, Manitoba, Canada IG Wealth Management Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Planner to join our Corporate Channel team. As a key member of our team, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client experience.

Job Description

The ideal candidate will have 3+ years of client-facing financial planning experience, a strong understanding of the industry, and excellent communication skills. They will be able to work collaboratively and independently, provide assistance, and build relationships with clients and colleagues.

Responsibilities
  • Provide clients with comprehensive financial plans that consider all aspects of their financial life, including 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 by focusing on servicing existing clients according to our service standards and growing the client base.
  • Maximize efficiency and enhance service levels through the use of digital tools provided by IG Wealth Management.
  • Manage day-to-day priorities, including servicing inbound/outbound client contacts, executing 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 or Securities 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.
Benefits

As a Senior Financial Planner with IG Wealth Management, you can expect a competitive total compensation package, including a base salary of $80,000-$120,000 per year, bonus, benefits, and pension. You will also have the opportunity to serve existing IG clients and earn uncapped variable income.

Why Join Us?

IG Wealth Management is 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 our Talent Acquisition team who will work with you to meet your needs.

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