Senior Financial Advisor

1 week ago


Calgary, Alberta, Canada IG Private Wealth Management Full time

IG Wealth Management is seeking an experienced individual who has a passion helping families achieve their financial goals, based out of Calgary, AB.

The candidate should hold a valid
MFDA or IIROC
license and possess at least 2 years of financial planning experience.

Bachelor's Degree (preferred)

Experience: Financial Planning 2 years (required)

License/Certification: Driver's license and your own vehicle for commuting (required)

Work Location: In person / remotely

The benefits of IG Wealth are:

Teaming options available

Ability to work from the IG Wealth offices in Calgary or remotely

Access to IG Wealth specialists such as estate lawyers and accountants

Access to IG Wealth investment and insurance specialists

Mentorship from senior leadership

Your responsibilities will include, but not be limited to:

Managing your existing clients while seeking growth opportunities

Documenting and keeping record of client interactions

Participating in team activities / workshops

Ensuring client files are held with integrity and within compliance guidelines

The appropriate candidate will possess the following qualifications:

Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience

Minimum of two years experience in a Financial Planner capacity and hold a valid MFDA/IIROC license

Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)

Strong verbal and written communication skills

Client-focused approach

Excellent organizational and time management skills, with the ability to quickly adapt to ever-changing priorities/time restrictions

Flexible and willing to adapt and evolve

Please submit your resume and cover letter on why you believe you're right for this role.


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