Advisor, IG Wealth Connect

IG Wealth Management; Ontario; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading company in financial services seeks an Advisor to provide comprehensive financial planning advice and exceptional client service. The position requires a strong background in mutual funds, mortgages, and insurance, along with a proven sales track record. Ideal candidates possess relevant certifications and are motivated, solution-oriented professionals. This role promises opportunities for professional growth in a diverse and inclusive workplace.

Qualifications

• Minimum of 4 years experience in the financial services industry.
• Ability to multi-task in a fast-paced environment.
• Knowledge of French is an asset.

Responsibilities

• Manage day-to-day client servicing and retention activities.
• Provide financial planning advice including estate planning and debt management.
• Ensure adherence to regulatory compliance.

Skills

Problem Solving

Sales Skills

Client Servicing

Financial Planning

Education

Post-Secondary or equivalent in business or a relevant field

IFIC Mutual Fund or Canadian Securities Course

Certified Financial Planner designation

Tools

CRM

Office Suite

Job description

The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience.

DUTIES INCLUDE :

Manage day-to-day priorities servicing inbound / outbound client, proactive campaigns and retention activities.

Provide financial planning advice - assist with estate planning, debt management, insurance and mortgage.

Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions.

Manage escalations - review each issue with consideration, collaborate with other business units, initiate appropriate action to be taken to resolve any issues in a timely and efficient manner.

Contribute to departmental initiatives - participate in growth of our share of wallet and implementation of IG Wealth Connectstrategies.

Responsible for servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.

Ensure procedural, regulatory, compliance and departmental policies are followed.

Identify opportunities for business and process improvements and implement changes as developed by management team.

QUALIFICATIONS :

Ability to multi-task in an extremely diverse fast-paced environment.

Solution oriented, an excellent problem solver with proficiency in financial planning.

Performance-driven high achiever with great sales skills.

Mutual fund, mortgage and / or insurance industry background, including product knowledge, processing and compliance.

Post-Secondary or equivalent in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course. Certified Financial Planner designation is an asset.

Knowledge of French is an asset.

Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.

Minimum of 4 years experience in the financial services industry.

Practical experience with a CRM and the Office Suite.