PWM Associates
PWM Associates
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Job Description
Associate Financial Planner - David Alexander & Associates Private Wealth Management
Empowering Canadian Families with Financial Freedom
We believe financial planning is about more than numbersits about unlocking freedom confidence and possibility for the families we serve. Were seeking a passionate experienced financial planner whos currently engaged in the professionwhether as part of a team or running their own practiceand is ready to elevate their impact in a high-performing client-focused environment.
If youre someone who radiates energy inspires trust and wants to do more for fewer clients with deeper relationships this is your opportunity.
Why Join Us
Were not just another advisory practice. Were a top ranked team at IG Private Wealth Management a Power Corp company with over 99 years of legacy in Canada. Our team serves a select group of families entrepreneurs and professionals in Calgary and surrounding areasalways guided by one question:
Are the plans we make in the best interest of the Canadian families in our care
Heres what makes us different:
- Client-Centric Capacity:We dont spread ourselves thin. Our systems tech and team structure ensure every client receives exceptional attention and care.
- Culture of Excellence:Were organized intentional and fun. We take our work seriouslybut not ourselves.
- Room to Grow:Youll have the opportunity to lead mentor and manage top-tier relationships as you evolve within our practice.
Who Were Looking For
Youre already in the game. Youve built relationships delivered plans and know what it feels like to want more time more support and more impact. Whether youre part of a larger team or running your own book youre ready to join a practice that values depth over volume and gives you the tools to thrive.
Key Responsibilities:
- Develop and deliver comprehensive customized financial plans
- Identify opportunities to deepen relationships with existing clients and attract new ones
- Design and execute business development strategies
- Gather and analyze client data to build tailored proposals
- Collaborate with senior advisors to nurture long-term client relationships
Qualifications:
- Securities licensed
- LLQP certified (or willing to obtain)
- CFP designation (or working toward it)
- Minimum 5 years of experience in financial planning
- Strong written verbal and interpersonal communication skills
- Tech-savvy and comfortable using industry-leading planning tools
Attributes That Set You Apart:
- Impeccable attention to detail
- Natural ability to connect influence and inspire
- High integrity and self-confidence balanced with humility and coachability
- History of driving client success and generating referrals
- Eagerness to learn grow and be mentored
If youre ready to do your best work in a practice that gives you the time tools and team to truly servelets talk. This isnt just a job. Its a chance to build something meaningful.
Please submit your resume and cover letter to .
Required Experience:
IC
Employment Type
Advisor
