Greg Beaver and Jarrett Goettler are senior consultants on a team which provides a full range of financial products and services to over 350 families, entrepreneurs, professionals, and business owners in Saskatoon.
THE OPPORTUNITIES
- Strong total compensation package, including an equity share of the practice, bonuses, education support, etc.
- Entrepreneurial culture that promises personal growth and development in the high net worth market.
- Modern work environment and flexibility in your schedule.
- Have mentorship and access to support while growing your professional career.
- Make a real difference through detailed financial planning.
THE RESPONSIBILITIES
Financial Planning Software
- Learn our new Financial Planning Software – Conquest
- Work with clients to information gather to have accurate information to populate client profiles within the software.
Insurance
- Learn and become the practice expert in risk management.
- Be involved in client meetings to help with insurance needs analysis and discussion of solutions with a lead Consultant.
- Work directly with the Region Office Insurance Specialist.
What’s The Catch
- Previous experience in a financial advisory role… existing investment book transition opportunities receive signing bonus
- Canadian Investment Funds Course (CIFC), Canadian Securities Course (CSC) or Mutual Fund Dealers Association (MFDA) licenced or equivalent
- Life License Qualification Program (LLQP) or willing to obtain
- CFP/QAFP or willing to obtain
- Strong personal skills and demonstrated ability to build relationships
- Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face.
CONTACT US
Please email your resume to andra.mackenzie@ig.ca
We thank all applicants however only those under consideration will be contacted.