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Financial Planning Advisor
2 months ago
We are seeking a highly skilled and experienced Financial Planning Advisor to join our Corporate Channel team at IG Wealth Management. As a key member of our team, you will be responsible for providing exceptional financial planning and advice to clients, leveraging your expertise in mutual fund licensing and corporate financial planning.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with existing clients, providing personalized financial planning and advice to meet their unique needs and goals.
- Financial Planning and Analysis: Conduct thorough financial assessments and create comprehensive financial plans for clients, identifying opportunities to optimize their financial situation and achieve their objectives.
- Business Development: Identify and pursue new business opportunities, building relationships with potential clients and promoting IG Wealth Management's services.
- Collaboration and Communication: Work closely with colleagues and other stakeholders to ensure seamless delivery of services and effective communication with clients.
- Qualifications: Mutual fund licensed, 3+ years of client-facing financial planning experience, and a strong understanding of financial planning principles and practices.
- Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. Proficiency in financial planning software and tools, with a strong analytical mindset and attention to detail.
- Education: University degree in a relevant field, such as finance, business, or economics.
IG Wealth Management is a leading wealth management company dedicated to providing exceptional financial planning and investment services to individuals, families, and businesses. We are committed to building long-term relationships with our clients and delivering tailored solutions to meet their unique needs and goals.
