About the role
Associate Financial Advisor Opportunity Greater Victoria IG Victoria has a number of exceptional opportunities for a qualified Associate, Financial Advisors to join tenured financial advisor practices in Greater Victoria, B.C .
We have a number of well-established IG practices that are currently seeking Associate Advisor candidates. Every Victoria IG practice delivers solution-based planning while each specialize in a high net worth target market (professionals, business owners, high-net-worth pre-retirees, and retirees). Based the candidate’s current practice profile, they will be introduced to IG practices that match their existing practice target market and demographic.
The successful candidate will be well-versed in financial planning software and competent in managing and onboarding new clients.
Responsibilities Include
- Managing clients to develop high-net-worth introductions
- Servicing clients and managing their expectations
- Gathering client data to prepare financial plans and offer tailored solutions
- Assisting the team in reviewing client information and formulating recommendations
- Building client relationships as part of the team and independently
Qualifications
- CFP designation or equivalent, or actively working towards completion
- Mutual fund or securities licensed
- Life insurance license or actively working towards completion
- Minimum 5+ years of industry experience, managing an existing client base
- Excellent written and verbal communication skills
- Strong MS Office skills (Outlook, Word, Excel, PowerPoint)
- Experience in Conquest or other Financial Planning Software applications
- Professional phone and face-to-face communication
Additional Attributes
- Strong ability to connect with and manage client relationships
- Self-confident, coachable, and high integrity
- Proven record of positive client outcomes, introductions, and new business
- Desire to learn, be mentored, and mentor others
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
Not the right fit? Search for Associate jobs in Victoria, British Columbia
About IG Wealth Management
Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.
Our financial approach considers every dimension of your financial life, ensuring a plan that evolves with you. With powerful human advice, world-class asset managers, and proactive advisors, we craft personalized strategies to meet your financial goals. From retirement optimization to tax planning, investment solutions, estate planning, insurance, business ownership, cash management and more, we provide solutions that adapt to your changing needs.
Discover the benefits of integrated financial planning with IG Wealth Management.
Please find our Social Media Policy here: https://www.ig.ca/en/legal/social-media-policy
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About the role
Associate Financial Advisor Opportunity Greater Victoria IG Victoria has a number of exceptional opportunities for a qualified Associate, Financial Advisors to join tenured financial advisor practices in Greater Victoria, B.C .
We have a number of well-established IG practices that are currently seeking Associate Advisor candidates. Every Victoria IG practice delivers solution-based planning while each specialize in a high net worth target market (professionals, business owners, high-net-worth pre-retirees, and retirees). Based the candidate’s current practice profile, they will be introduced to IG practices that match their existing practice target market and demographic.
The successful candidate will be well-versed in financial planning software and competent in managing and onboarding new clients.
Responsibilities Include
- Managing clients to develop high-net-worth introductions
- Servicing clients and managing their expectations
- Gathering client data to prepare financial plans and offer tailored solutions
- Assisting the team in reviewing client information and formulating recommendations
- Building client relationships as part of the team and independently
Qualifications
- CFP designation or equivalent, or actively working towards completion
- Mutual fund or securities licensed
- Life insurance license or actively working towards completion
- Minimum 5+ years of industry experience, managing an existing client base
- Excellent written and verbal communication skills
- Strong MS Office skills (Outlook, Word, Excel, PowerPoint)
- Experience in Conquest or other Financial Planning Software applications
- Professional phone and face-to-face communication
Additional Attributes
- Strong ability to connect with and manage client relationships
- Self-confident, coachable, and high integrity
- Proven record of positive client outcomes, introductions, and new business
- Desire to learn, be mentored, and mentor others
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
Not the right fit? Search for Associate jobs in Victoria, British Columbia
About IG Wealth Management
Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.
Our financial approach considers every dimension of your financial life, ensuring a plan that evolves with you. With powerful human advice, world-class asset managers, and proactive advisors, we craft personalized strategies to meet your financial goals. From retirement optimization to tax planning, investment solutions, estate planning, insurance, business ownership, cash management and more, we provide solutions that adapt to your changing needs.
Discover the benefits of integrated financial planning with IG Wealth Management.
Please find our Social Media Policy here: https://www.ig.ca/en/legal/social-media-policy