Financial Advisor

IG Wealth Management; Red Deer; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Private Wealth Management practice in Red Deer is seeking a dedicated financial services professional. The ideal candidate will have a CFP designation and experience in building relationships and generating new business. This position offers the chance to grow within a dynamic team and take on increased responsibilities in a well-established practice.

Qualifications

• Minimum 3 years of industry experience, 5 years preferred.
• Desire to learn and be mentored by others.
• Ability to connect with, motivate and influence others.

Responsibilities

• Leverage client base to develop HNW referral opportunities.
• Follow up on new business opportunities.
• Prepare financial plans and proposals from client data.

Skills

Communication

Customer Service

Relationship Building

Financial Planning

Education

CFP designation

RR IIROC license

Tools

MS Office Suite

Job description

Excellent opportunity within the financial services industry. Looking for a results oriented financial services professional who is

interested in a long-term opportunity with a leading Private Wealth Management practice located in (enter city). Individual must

be well versed in financial planning and passionate about helping clients seek positive outcomes.

Your responsibilities will include, but not be limited to:

• Leveraging existing client base to develop HNW referral opportunities

• Following up on new business opportunities

• Finding more opportunities to serve current clients

• Gathering data from clients to prepare plan/proposals

• Sitting second-chair in meetings with the Financial Consultant

• Helping Financial Consultant and team formulate recommendations for a client

• Building relationships with clients either independently or along with the Financial Consultant

• Generating new business opportunities through relationships with current clients and Centers of Influence

The appropriate candidate will possess the following qualifications:

• CFP designation or willing to obtain

• RR IIROC license and Insurance

• Minimum 3 years of industry experience (5 years preferred)

• Excellent written and verbal communication skills

• Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point);

• Customer service orientation with a demonstrated ability to interact professionally with clients both through teams and face-to-face

In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how he or she

has demonstrated each:

• The ability to connect with, motivate and influence others

• Self-confident but highly coachable with a high level of integrity

• Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions and new business

• Desire to work in a successful and dynamic practice where each team member may wear more than one hat

• Desire to learn and be mentored by others

Our Thought: This is a challenging role that is perfect for someone who is passionate about the financial planning process and excited at the thought of building relationships, and a book of clients, within an already established practice. This individual will have the opportunity to grow as a member of a team for many years to come and potentially take on greater responsibilities over time including leading others and managing top client relationships.

Please submit cover letter for why you believe you would be right for this role