City : Kawartha Lakes

Category : Other

Industry : Financial

Employer : IGM Financial Inc.

Seeking an Associate Consultant to join a Private Wealth advisory team in Bobcaygeon and Haliburton, Ontario to help grow the practice. You will actively support lead advisors in identifying new business opportunities, growing the assets of our clients, and building relationships with key stakeholders.  You must be self-motivated and disciplined, with an entrepreneurial spirit and a passion for client service and business development.  

RESPONSIBILITIES

• Help conduct the smooth operation of a wealth management office.
• Provide support on financial planning software including the review and development of written financial reports for prospects and clients.
• Meet with clients to review and execute all paperwork by following the Consultant recommended course of action.
• Prepare documents for client reviews and actively participate in all associated follow up
• Ensure business tasks of the entire team are carried through to completion.
• Manage and resolve client service items.
• Processing/reviewing daily business transactions regarding client accounts.
• Assist with phone operations and mail preparation, when needed.

 THE BENEFITS                         

• Robust compensation and benefit package which includes a base compensation of $50,000
• 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.

REQUIREMENTS

• Three (3) years of experience in the financial services industry
• College degree in Finance or Business preferred
• MFDA license upon starting position
• Exceptional organizational skills, attention to detail, follow up, ability to work independently, and priority management skills
• Exceptional collaboration & teamwork skills
• A positive and confident team player who clearly understands and contributes to the goals and needs of the team as a whole
• Superior client relationship management skills and professionalism

CONTACT US

Please email your resume to Sean Tidd, Vice President, Private Wealth Management at sean.tidd@ig.ca.

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