Remote Wealth Advisor — Holistic Financial Planning

IG Wealth Management

Labrador City

Hybrid

CAD 85,000 - 130,000

Full time

14 days+

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Benefits offered by this job

annual short-term incentive

health and well-being benefits

retirement and savings plan

paid time off

career development

Job summary

IG Wealth Management is seeking an Advisor in the Corporate Channel (Mutual fund licensed) to provide proactive holistic planning and advice to clients, leading with the IG Living Plan. This primarily remote role may require regional office presence when needed.

The successful candidate will leverage a broad suite of financial planning tools, serve existing IG clients, and earn uncapped income through base salary plus incentives, with a comprehensive benefits package.

Qualifications

Mutual fund 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.
Post Secondary Education in a relevant field.
LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
ETF approved for trading completed.
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
Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
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.

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.