Associate
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Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Private Wealth Management Associate
Lyle&Associates Penticton BC
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 aPrivate WealthFinancial 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! IGPrivateWealth Management Associates have the advantage of the industrys best training and support;wereexcited to welcome you to explore the opportunity we offer.
Here is a glimpse into a day-in-the-life-of an Associate
You will provide support on financial planning including the illustration of insurance quotes along with the development and updating of written financial reports. You will alsobe responsible forreviewing client files for compliance requirements and new business opportunities. There will be daily client interaction through incoming client calls meetings on and offsite along with executing trade orders and providing information on productsservicesand strategies. As a contributor to the growth of the practice you support the team in planning and implementation of external marketing strategies.
Whatwerelooking for in you
Werelooking for dedicated team players with an agile and proactive mindset who want to help Canadians achieve their financial goals. A minimum of 1 to 3 years experience in the financial services industry along with the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC). Preference will be given to candidates whopossessthe Life License Qualification Program (LLQP) or Registered Retirement Course designation (RRC). The Certified Financial Planner (CFP) designation is an asset.
About IG Wealth Management
For more than100 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.
Please send your cover page and resume to.
Required Experience:
IC
Key Skills
- CCTV
- Airport Security
- Analysis
- Higher Education
- Jewellery
- Jboss
About Company
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.
