Financial Advisor

1 week ago

Kitchener, Ontario, Canada IG Wealth Management Full time

As a Financial Advisor 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 within a short period.

In 2023, our practice was ranked in the top 100 across Canada and was named to the firm's illustrious President's Council Recognition Program.

We are seeking a successful full-time financial advisor with a minimum of 10 years' experience to join our team and work towards the succession plan by:

  • Building relationships with high net-worth individuals.
  • Identifying new business opportunities.
  • Preparing and presenting full holistic financial plans using Conquest software.
  • Developing 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.
  • Compensation year 1 will be developed through collaborative discussion of the client family groups that the associate believes will transition with them.
  • 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.

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