Private Wealth Management Associate Advisor – Waterloo, ON

Job title: Private Wealth Management Associate Advisor – Waterloo, ON

Job description: As a leading Private Wealth Management practice based in Waterloo, we provide a full range of financial products and services to entrepreneurs, professionals and business owners in the Waterloo and surrounding areas. We have been in practice for over 39 years.

Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service.

THE OPPORTUNITIES:

• Front of the line access to IG Private Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team;
• Be mentored by an experienced and successful senior advisor; and
• Opportunity to build and be rewarded for your own equity.

SPECIFICALLY YOU WILL

• Support client servicing, business development and marketing activities;
• Identify new business opportunities within the young professionals and entrepreneurs market;
• Prepare presentations and concept pieces for use in implementing financial planning strategies;
• Develop new client relationships from external prospecting and introduction generated from centers of influence;
• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
• Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.

THE BENEFITS

• Strong total compensation package, including bonuses and rewards based on sales results;
• Entrepreneurial culture that promises personal growth and development in the high net worth market; and
• Modern work environment and flexibility in your schedule.

TO QUALIFY FOR THIS OPPORTUNITY YOU SHOULD POSSESS

• 3 years of experience in the financial services industry;
• CFP® designation, or ability and willingness to obtain is an asset;
• Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain, and;
• Strong interpersonal skills and demonstrated ability to build relationships and attract new business.

CONTACT US

Please email your resume to

We thank all applicants, however, only those under consideration will be contacted.

Company: IG Wealth Management

Expected salary:

Location: Waterloo, ON

Job date: Wed, 12 Oct 2022 22:47:28 GMT

Job Source: Careerjet.ca

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