Financial Planner

3 weeks ago

Sudbury, Ontario, Canada IG Wealth Management Full time
Advisor, IG Wealth Management, Corporate Channel

Location: Ontario Northeast

Referral Level: Level 2

We are seeking a highly motivated and experienced financial planner to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed and have a passion for delivering exceptional client service, please review the details below and apply now.

Position Summary:

This role requires the successful candidate to be Mutual fund licensed and have a strong understanding of financial planning principles.

As a Corporate Channel Advisor, you will provide proactive and outstanding planning and advice to clients, leading with the IG Living Plan. You will have the opportunity to work in a primarily remote role, with the option to work from an IG Wealth Management region office when needed.

Responsibilities:
  • Develop and implement holistic financial plans that consider all aspects of a client's financial life, including 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 a focus on servicing existing clients and growing the client base.
  • Maximize efficiency and enhance service levels through the use of IGWM's digital tools.
  • Manage day-to-day priorities, including 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 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.
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in a supportive environment.

Please visit our career page by clicking on the following link: https://www.igwealthmanagement.com/careers

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer 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 the Talent Acquisition team who will work with you to meet your needs.

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