Senior Financial Advisor
4 weeks ago
Summary of the Role
The position of Financial Advisor at IG Wealth Management is entrepreneurial focused and dedicated to helping Canadians achieve their ongoing financial goals. If you are looking for a seeking a better opportunity to improve the outcomes for your clients and yourself, IG is the place to do that. We’re looking for responsive and proactive individuals who are committed to excellence. The right fit for this role will have support from IG to build a highly rewarding career both personally and professionally. Encourage independence and work-life synergy as you plan your schedule to work and build your existing client relationships. Our synchronized approach to financial planning looks at all aspects of a client’s financial life. We take the time to explore all the life goals, financial aspirations, and concerns clients have for themselves and their families, and then follow up with a comprehensive analysis of their
overall financial well-being.
Responsibilities
At IG Wealth Management, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help to achieve financial confidence with their life-long financial goals. We support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists to onboard and transition your book of business to IG Wealth Management. Move your clients’ accounts and if insurance licensed, your client’s life insurance policies over to IG and it’s partner companies to build an IG Living Plan (ongoing financial plan that can be tracked for progress) with your existing and established relationships.
Requirements
Strong interpersonal skills
Educational background should be a university degree holder or a college diploma.
Experience required is a minimum of 5 years as an independent or bank financial advisor. Preference for an advisor with 10 years in the business and an established book of business to be considered.
A must is a mutual funds licence in Ontario. A nice to have is an insurance licence in Ontario.
Today, over 1,400 of our Consultants (Financial Advisors) hold the Certified Financial Planner designation. This is a nice to have for the time being.
Benefits Offered
IG provides industry-leading training and continuing education, support and development throughout your career. Flexible health and dental plans are offered for your needs.
There is tuition reimbursement for individuals completing and passing the Certified Financial Planner designation.
Salary Range
Offer exceptional income potential, where your earnings are reflective of your efforts.
-
Chief Financial Officer
3 days ago
Old Toronto, Ontario, Canada financial-advisor Full timeJob Description:We are seeking a highly skilled Chief Financial Officer to join our team at Financial Advisor. As a key member of our executive team, you will play a crucial role in shaping the financial strategy and overall success of our organization.Key Responsibilities:Develop and Implement Financial Strategy: Create and execute a comprehensive financial...
-
Chief Financial Officer
3 days ago
Old Toronto, Ontario, Canada financial-advisor Full timeJob Description:We are seeking a highly skilled Chief Financial Officer to join our team at Financial Advisor. As a key member of our executive team, you will play a crucial role in shaping the financial strategy and overall success of our organization.Key Responsibilities:Develop and Implement Financial Strategy: Create and execute a comprehensive financial...
-
Senior Financial Advisor
4 weeks ago
Greater Toronto Area, Canada IG Wealth Management Full timeSummary of the Role The position of Financial Advisor at IG Wealth Management is entrepreneurial focused and dedicated to helping Canadians achieve their ongoing financial goals. If you are looking for a seeking a better opportunity to improve the outcomes for your clients and yourself, IG is the place to do that. We’re looking for responsive and proactive...
-
Senior Financial Advisor
4 weeks ago
Greater Toronto Area, Canada IG Wealth Management Full timeSummary of the Role The position of Financial Advisor at IG Wealth Management is entrepreneurial focused and dedicated to helping Canadians achieve their ongoing financial goals. If you are looking for a seeking a better opportunity to improve the outcomes for your clients and yourself, IG is the place to do that. We’re looking for responsive and proactive...
-
Senior Financial Advisor
2 weeks ago
Greater Toronto Area, Canada IG Wealth Management Full timeSummary of the Role The position of Financial Advisor at IG Wealth Management is entrepreneurial focused and dedicated to helping Canadians achieve their ongoing financial goals. If you are looking for a seeking a better opportunity to improve the outcomes for your clients and yourself, IG is the place to do that. We’re looking for responsive and proactive...
-
Salesforce Administrator
3 days ago
Old Toronto, Ontario, Canada financial-advisor Full timeAbout UsWe are a financial advisory firm dedicated to helping small businesses succeed. Our mission is to provide innovative solutions to traditional banking challenges, empowering business owners to reach their full potential.Job SummaryWe are seeking a highly skilled Salesforce Administrator to join our team. As a key member of our Revenue Operations team,...
-
Salesforce Administrator
3 days ago
Old Toronto, Ontario, Canada financial-advisor Full timeAbout UsWe are a financial advisory firm dedicated to helping small businesses succeed. Our mission is to provide innovative solutions to traditional banking challenges, empowering business owners to reach their full potential.Job SummaryWe are seeking a highly skilled Salesforce Administrator to join our team. As a key member of our Revenue Operations team,...
-
Senior Financial Advisor
1 month ago
Greater Toronto Area, Canada, Ontario IG Wealth Management Full timeSummary of the Role The position of Financial Advisor at IG Wealth Management is entrepreneurial focused and dedicated to helping Canadians achieve their ongoing financial goals. If you are looking for a seeking a better opportunity to improve the outcomes for your clients and yourself, IG is the place to do that. We’re looking for responsive and proactive...
-
Senior Financial Advisor
24 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...
-
Senior Financial Advisor
21 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...
-
Senior Financial Advisor
24 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...
-
Senior Financial Advisor
21 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...
-
Senior Financial Advisor
24 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...
-
Senior Financial Advisor
21 hours ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to understanding our customers' needs and providing...
-
Financial Advisor
3 months ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Financial Advisor
3 months ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Senior Financial Advisor
3 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your expertise in financial planning, wealth management, and banking will enable you to provide personalized advice and solutions to our clients.Key ResponsibilitiesBuild comprehensive financial plans for our...
-
Senior Financial Advisor
3 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your expertise in financial planning, wealth management, and banking will enable you to provide personalized advice and solutions to our clients.Key ResponsibilitiesBuild comprehensive financial plans for our...
-
Senior Financial Advisor
1 day ago
Toronto, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers, understanding their financial needs, and...
-
Senior Financial Advisor
23 hours ago
Toronto, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers, understanding their financial needs, and...