Wealth Advisor (Mutual funds licensed) - Corner Brook, Newfoundland

IG Wealth Management; Labrador City; Hybrid; CAD 85,000 - 130,000; Full time

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.

Skills

Mutual fund licensed

Client facing

Sales skills

Relationship building

CRM & planning software

Communication

Education

Post Secondary Education in a relevant field

LLQP & Provincial Licensing exam

CFP / F.Pl designation pursued

Tools

CRM software

Financial Planning software

Job description

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed)

Referral Level: Level 2

Location(s): Corner Brook, NL RO 48

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 multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest 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 the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

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

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutualfund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details.

Position Summary

This position requires the successful candidate to be Mutual fund licensed. Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.

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.

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.

The expected annual pay range for this position is $85 000 - $130 000, which includes base salary and target variable sales incentive. Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives.

• annual short-term incentive
• health and well-being benefits
• retirement and savings plan
• paid time off
• career development

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.