Private Wealth Management Associate Advisor
IG Wealth Management
Brockville, ON, CA
5d ago

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
  • THE BENEFITS

  • 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.

    CONTACT US

    Please email your resume to lisa.bell igpwm.ca

    We thank all applicants, however, only those under consideration will be contacted.

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