Advisor, IG Wealth Management, Corporate Channel (Securities licensed) – (Calgary)

Job title:

Advisor, IG Wealth Management, Corporate Channel (Securities licensed) – (Calgary)

Company

IG Wealth Management

Job description

Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 1Location(s): CalgaryWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed Licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Securities licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

• Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management, and estate planning.
• Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
• Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
• Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
• Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
• Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

• Securities licensed
• 3+ years of client facing financial planning experience
• Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
• University Degree in a relevant field
• LLQP and Provincial Licensing exam passed for Insurance required.
• Proficiency in the use of digital tools, including CRM and Financial Planning software
• Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry, competitive landscape, and economic market issues
• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting.
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link:We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Expected salary

Location

Calgary, AB

Job date

Thu, 20 Feb 2025 23:50:35 GMT

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