Advance your career as an Associate Wealth Advisor in Peterborough, ON, where you will shape client-focused financial strategies. This full-time role caters to those with experience seeking growth.
Join a well-established wealth management practice that serves clients in the Kawarthas, fostering deep planning relationships and offering opportunities for professional development. You will transition an existing client base into a thriving practice and have the possibility of equity ownership as a high performer.
Key Responsibilities:
- Provide advanced financial planning solutions utilizing top industry tools
- Execute targeted marketing and business development efforts
- Pursue high net worth business opportunities
- Build strong client relationships through networking and referrals
- Conduct strategy-focused meetings with clients
Requirements:
- At least 1 year in financial services with client relationship management
- Completion of CIRO licensing is essential
- Obtain LLQP within 6 months of hire
- Experience in attracting new business
- Excellent interpersonal and strategic skills
Embrace this entrepreneurial opportunity in a dynamic, client-centric environment.
Associate Wealth Advisor with Growth Potential employer: IG Wealth Management
IGM Financial Inc. is an exceptional employer, offering a dynamic work culture in the beautiful Kelowna and BC Interior region. With a strong commitment to employee growth, competitive compensation, and a focus on diversity and inclusion, we provide our team members with opportunities for continuous learning and development in a supportive environment. Join us to be part of a company that values accountability, teamwork, and innovation while enjoying a hybrid work model that promotes work-life balance.
