Executive Financial Advisor

2 days ago


Waterloo, Ontario, Canada IG Wealth Management Full time

We are seeking a skilled Financial Advisor to join our entrepreneurial environment at IG Wealth Management. As an Associate, you will have the opportunity to participate in a full practice succession plan within 2-3 years, driving business growth and success.

Our practice has achieved outstanding results, ranking in the top 100 across Canada and being named to the firm's esteemed President's Council Recognition Program in 2023.

In this role, you will focus on working towards the succession plan by building relationships, identifying new business opportunities with high net-worth individuals, and preparing and presenting full holistic financial plans using Conquest software.

Key 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
  • January 2027 begin purchase of practice from Shari Foster using IG Wealth's guaranteed Assured Value financing program


  • Waterloo, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key ResponsibilitiesDevelop and maintain productive relationships with client management...


  • Waterloo, Ontario, Canada financial-advisor Full time

    Job Opportunity: Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Your Key Responsibilities:Develop and maintain...


  • Waterloo, Ontario, Canada financial-advisor Full time

    Job Opportunity: Assurance Manager in Financial ServicesWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Your Key Responsibilities:Develop and maintain...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning and OperationsLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning and Operations. This key position will oversee the day-to-day operations of financial planning services, ensuring seamless delivery to advisors and clients.Key...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning and OperationsLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning and Operations. This key position will oversee the day-to-day operations of financial planning services, ensuring seamless delivery to advisors and clients.Key...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning Tools and TrainingLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning Tools and Training. This key position will oversee the day-to-day operations and implement best practices to ensure seamless delivery of financial planning...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning Tools and TrainingLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning Tools and Training. This key position will oversee the day-to-day operations and implement best practices to ensure seamless delivery of financial planning...


  • Waterloo, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with...


  • Waterloo, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with...


  • Waterloo, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...


  • Waterloo, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...


  • Waterloo, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...


  • Waterloo, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...


  • Waterloo, Ontario, Canada GHD Full time

    At GHD, we strive for excellence in our financial services.The Project Financial Advisor is responsible for ensuring the accuracy and integrity of project financial data in our Accounting System. This position analyzes projects and their financial performance, providing support to Project Managers, Directors, and others to promote the financial success of...


  • Waterloo, Ontario, Canada GHD Full time

    At GHD, we strive for excellence in project financial management.The Project Financial Advisor is responsible for ensuring the accuracy and integrity of project financial data in our Accounting System. This position analyzes projects and their financial performance, providing support to Project Managers, Directors, and others to promote the financial success...


  • Waterloo, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life advisor, you'll have the opportunity to work with a leading insurance and...


  • Waterloo, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life advisor, you'll have the opportunity to work with a leading insurance and...

  • Executive Leader

    3 weeks ago


    Waterloo, Ontario, Canada Sun Life Financial Full time

    Head of Executive AssessmentsAt Sun Life Financial, we're seeking a seasoned professional to lead our assessment and executive recruitment strategy as the Head of Executive Assessments. This critical role will drive the development and implementation of our assessment tools and processes, ensuring we attract and retain top talent to drive business...

  • Executive Leader

    3 weeks ago


    Waterloo, Ontario, Canada Sun Life Financial Full time

    Head of Executive AssessmentsAt Sun Life Financial, we're seeking a seasoned professional to lead our assessment and executive recruitment strategy as the Head of Executive Assessments. This critical role will drive the development and implementation of our assessment tools and processes, ensuring we attract and retain top talent to drive business...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Lead Our Executive Assessment and Recruitment EffortsSun Life Financial is seeking a highly skilled and experienced professional to lead our executive assessment and recruitment strategy. As a key member of our Human Resources team, you will be responsible for implementing and evaluating our assessment tools and processes, as well as providing coaching and...