Lisa Bell , has a leading Private Wealth Management practice in the Brockville and surrounding area. We provide a full range of financial products and services to more than 300 families.
We have been in practice for over 20 years.
SPECIFICALLY, YOU WILL
Support all financial planning, business development, marketing activities and strategies
Identify new business opportunities and develop new client relationships from external prospecting and introductions generated from centers of influence
Meet directly with prospective and existing clients to execute strategic concepts and further the client relationship
Review client accounts, execute trade orders, maintain account lists, track client documentation and explain product, services and strategies to clients directly
Robust compensation and benefit package which includes a base salary and results based bonuses and rewards totaling six figures.
Entrepreneurial culture that promises personal growth and development in the high net worth market
Opportunity to build a rewarding career with a well-established financial services organization.
TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS
Five (5)years of experience in the financial services industry
CFP®and / or other financial services designations, or working towards them
MFDA license, Life License Qualification Program (LLQP) or willing to obtain them
Strong interpersonal skills and demonstrated ability to build relationships and attract new business.
This is a full-time opportunity to establish a variable-income and self-employed business in association. Submissions are subject to an initial and ongoing review process.
IG Private Wealth and IG Wealth offices are located in almost all provinces and territories across Canada.
Please email your resume to lisa.bell igpwm.ca
We thank all applicants, however, only those under consideration will be contacted.