Advisor, National Support, IG Wealth Management, Corporate Channel (Securities licensed) – Bili[...]

Advisor, IG Wealth Management, Corporate Channel

Referral Level: Level 2

Location(s): Pointe-Claire

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.

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.

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

Position Summary:

This position requires the successful candidate to be Securities 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.

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.
• Provide nationwide coverage during holidays, vacations, and any other ad hoc requests.
• Facilitate the transition of clients from the entrepreneurial channel to the corporate channel.

Qualifications:

• Securities 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.
• University Degree in a relevant field.
• LLQP and Provincial Licensing exam passed for Insurance required.
• Proficiency in the use of digital tools, including CRM and Financial Planning software.
• Certified Financial Planner (CFP) or Financial Planner (“F.Pl