Associate

IG Wealth Management; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian financial services firm is seeking an Associate to partner with a Senior Financial Advisor to provide financial products and services. Ideal candidates will possess strong communication skills, a Mutual Fund or Securities license, and 3+ years of industry experience. The role offers opportunities for professional growth and a hybrid work environment focused on team collaboration.

Benefits

Hybrid work environment

Career development opportunities

Diversity and inclusion commitments

Qualifications

• Minimum 3 years of industry experience.
• A track record of helping clients achieve positive outcomes.
• Ability to connect with, motivate, and influence others.

Responsibilities

• Leverage existing client base to uncover high-net-worth referral opportunities.
• Design and implement business development strategies to grow client base.
• Meet jointly with clients alongside the Senior Financial Consultant.

Skills

Excellent written and verbal communication skills

Customer service orientation

Strong computer skills in MS Office Suite

Education

Mutual Fund or Securities (RR) license

LLQP certification or willingness to obtain

Job description

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and a multi-channel distribution strategy, IG Wealth Management has grown over 90 years to become one of the largest and most respected companies in Canada. We are a leader in providing the best advice, experience, and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow, and thrive both professionally and personally. We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc., for empowering our employees with tools to thrive and providing resources to ensure physical and mental wellness are prioritized.

You will join a team that believes our success starts with the success of our clients, working together to realize our greatest potential. Our team strives towards excellence, developing and sharing skills and knowledge. You can make a difference for our clients and the world around us. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is committed to diversity and inclusion. We encourage applications from all qualified candidates, including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community members, gender-diverse, neurodiverse individuals, and others who can contribute to the diversification of ideas.

Position :

As an Associate, you will partner with a Senior Financial Advisor and their team, providing a full range of financial products and services for clients.

This challenging role is ideal for someone passionate about financial planning who wants to retain their existing clients while helping the practice grow. You will have opportunities to develop within the team and potentially take on greater responsibilities, including leading others and managing top client relationships.

Your responsibilities will include but are not limited to :

• Leveraging existing client base and developing Centres of Influence to uncover high-net-worth referral opportunities
• Designing and implementing business development strategies to grow the current client base
• Identifying additional opportunities to serve current clients
• Gathering data from clients to prepare plans and proposals
• Jointly meeting with clients alongside the Senior Financial Consultant
• Building relationships with clients independently or with the Senior Financial Consultant
• Generating new business opportunities through existing relationships and Centers of Influence

To qualify for this opportunity, you should possess :

• A Mutual Fund or Securities (RR) license and LLQP certification (or willingness to obtain)
• Minimum 3 years of industry experience
• Excellent written and verbal communication skills
• Strong computer skills in MS Office Suite (Outlook, Word, Excel, PowerPoint)
• Customer service orientation with professional interaction skills both on the phone and face-to-face

You should also have the following attributes :

• The ability to connect with, motivate, and influence others
• Self-confidence, high integrity, and coachability
• A track record of helping clients achieve positive outcomes and attracting referrals and new business
• A desire to work in a dynamic practice where team members wear multiple hats
• A willingness to learn and be mentored by others

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

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

Required Experience :

Key Skills: CCTV, Airport Security, Analysis, Higher Education, Jewelry, Jboss

Employment Type : Advisor

Experience : Years

Vacancy : 1