Associate
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Associate Financial Advisor Opportunity
Greater Victoria
IG Victoria has a number ofexceptionalopportunities for a qualifiedAssociate Financial Advisorsto join tenured financial advisor practicesinGreater Victoria B.C.
We have a number of well-established IG practices that are currently seeking Associate Advisor candidates. Every Victoria IG practice deliverssolution-basedplanningwhile each specialize in a high net worth target market (professionals business ownershigh-net-worth pre-retireesand retirees). Based the candidates current practice profile they will be introduced to IG practices that match their existing practice target market and demographic.
The successful candidate will bewell-versedin financial planning software and competent in managing and onboarding new clients.
Responsibilities include:
- Managingclientsto develop high-net-worth introductions
- Servicingclients andmanagingtheirexpectations
- Gathering client data to prepare financial plans and offertailoredsolutions
- Assistingthe team in reviewing client information and formulating recommendations
- Building client relationships as part of the team and independently
Qualifications:
- CFP designation or equivalent oractively working towardscompletion
- Mutual fund or securities licensed
- Life insurance license or actively working towardscompletion
- Minimum5years of industry experience managinganexistingclient base
- Excellent written and verbal communication skills
- Strong MS Office skills (Outlook Word Excel PowerPoint)
- Experience in Conquest or other Financial Planning Software applications
- Professional phone andface-to-facecommunication
Additionalattributes:
- Strong ability to connect with and manage client relationships
- Self-confident coachable and high integrity
- Proven record of positive client outcomes introductions and new business
- Desire to learn be mentored and mentor others
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
Required Experience:
IC
Key Skills
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.
