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profile Job Location:

Kelowna - Canada

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team

The Associate Opportunity

As an Associate you will support a Senior Financial Advisor and their team with their financial planning practiceprovidinga full range of financial products and services for clients. This career is both challenging and rewarding! IG Wealth Management Associates have the advantage of the industrys best training and support;wereexcited to welcome you to explore the opportunity we offer.

WhatYoullDo

  • Innovate & Execute:Design and implement dynamic business development strategies to expand our client base and fuel sustainable growth.
  • Engage & Connect:Build robust lasting relationships with high-net-worth individuals through proactive networking referrals and personal rapport.
  • Strategic Impact:Create compelling presentations and strategic proposals that captivate prospective clients and convert opportunities into success.
  • Drive Daily Excellence:Whether on client calls face-to-face meetings or digital interactionsyoullbe at the forefront of delivering exceptional service and actionable insights.

WhatWereLooking For

  • Professional Experience:Financial sales/advisory roles client facing experiencerequired
  • Growth Mindset:While a CFP designation is a bonus the willingness to pursue one reflects your commitment to continuous improvement.
  • Relationship Builder:A natural networker with the ability to forge high-impact relationships and turn prospects into loyal clients.
  • Passionate & Driven:You inspire confidence among your peers friends and familynow channel that energy to make a real difference for our clients.

About IG Wealth Management

For more than 100 years IG Wealth Management has built long-term relationships with our clients and their families to look at all aspects of their financial well-being proactively adjusting and assessing scenarios so our clients and their families can realize their full financial potential. This enables them to be ready to say yes to the possibilities that life brings. Today financial planning and wealth advice is delivered to over a million Canadians coast to coast through our network of IG financial model we are committed to: Personal financial planning delivered by personal financial planners.

Why Join Us

At our practice every day is a chance to make a profound impactboth on your career and the financial well-being of our clients. If you have the ambition to build powerful relationships drive strategic growth and leavea lasting legacyin the financial industry this is the place for success together.

Please send your cover page and resume to


Required Experience:

IC

Enhance your career in an entrepreneurial environment where you define your success & work as part of a teamThe Associate OpportunityAs an Associate you will support a Senior Financial Advisor and their team with their financial planning practiceprovidinga full range of financial products and servic...
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Key Skills

  • Terraform
  • Arm
  • Legal Drafting
  • Litigation
  • HIPAA
  • Intellectual Property Law
  • Acquisitions
  • Securities Law
  • Employment & Labor Law
  • Customer relationship management
  • Creative Writing
  • Writing Skills

About Company

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Améliorez votre avenir avec l'aide d'un conseiller financier d'IG Gestion de patrimoine. Nos experts en gestion du patrimoine offrent des services de planification financière aux Canadiens depuis 1926.

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