Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) [...]

IG Wealth Management; Winnipeg; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading company in financial services is seeking Advisors for their Corporate Channel. This role involves providing holistic financial planning and advice to clients, with a focus on relationship building and client servicing. Advisors will benefit from a competitive compensation package, including salary and bonuses, while working primarily remotely. Ideal candidates will be licensed and possess strong communication and sales skills.

Qualifications

• 3+ years of client-facing financial planning experience.
• Mutual fund licensed or Securities licensed.

Responsibilities

• Providing clients with holistic financial plans.
• Maximizing efficiency through digital tools.

Skills

Relationship Skills

Sales Skills

Communication Skills

Education

University Degree in a relevant field

Tools

CRM

Financial Planning software

Job description

Advisor, IG Wealth Management, Corporate Channel

Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg

We 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 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 Mutual fund licensed or Securities licensed.

Advisors in the Corporate Channel provide proactive, outstanding planning and advice to clients, leading with the IG Living Plan. The role offers a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits, and pension, while serving existing IG clients and earning uncapped variable income. The Advisor role is primarily remote, with opportunities to work from an IG Wealth Management regional office as needed, delivering IG’s holistic approach to financial planning that encompasses investment strategies, retirement planning, mortgages, banking, and insurance.

Responsibilities:

1. Providing clients with holistic financial plans considering all aspects of their financial life, including short and long-term goals, tax, retirement, risk management, and estate planning.
2. Identifying opportunities to deepen and strengthen client relationships while adhering to regulatory guidelines.
3. Supporting a positive client experience, focusing 85% on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
4. Maximizing efficiency and service levels through IGWM’s digital tools.
5. Managing daily priorities, servicing inbound/outbound client contacts, executing proactive campaigns, and retention activities provided by our Marketing team.
6. Using reporting, tools, and analysis to identify future business opportunities.

Qualifications:

• Mutual fund licensed or Securities licensed
• 3+ years of client-facing financial planning experience
• Performance-driven high achiever with strong relationship and sales skills, and demonstrated financial planning excellence
• University Degree in a relevant field
• LLQP and Provincial Licensing exam passed for Insurance or willingness to complete within the first 60 days of employment
• ETF approval for trading completed
• Proficiency in digital tools, including CRM and Financial Planning software
• Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to pursue within the first 2 years
• Understanding of industry, competitive landscape, and economic market issues
• Strong communication skills, with the ability to work collaboratively and independently, provide assistance, and build relationships
• Customer service orientation, with demonstrated ability to interact professionally with clients in a primarily virtual setting
• Team-oriented, systematic in approach, and thrives in a supportive environment

Additional Information:

Please visit our career page: https://www.ig.ca/en/careers

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

IG Wealth Management is committed to accessibility and providing a barrier-free recruitment process. If you require accommodations or information in an alternative format, please contact our Talent Acquisition team.