Ville : Saskatoon

Catégorie : Other

Industrie : Financial

Employeur : IGM Financial Inc.

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.