Associate

IG Wealth Management

  • Toronto, ON
  • Permanent
  • Full-time
  • 3 days ago
  • Apply easily
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.Position:As an Associate, you will partner with a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients.This is a challenging role that is perfect for someone who is passionate about the financial planning and excited to not start over but have your favorite clients while helping the practice grow. This individual will have the opportunity to grow as a member of a team for many years to come and potentially take on greater responsibilities over time including leading others and managing top client relationships.Your responsibilities will include, but not be limited to:
  • Leveraging existing client base and developing Centres of Influence to uncover HNW referral opportunities
  • Designing and implementing business development strategies to grow current client base
  • Finding more opportunities to serve current clients
  • Gathering data from clients to prepare plan/proposals
  • Jointly meeting with clients alongside the Senior Financial Consultant
  • Building relationships with clients either independently or along with the Senior Financial Consultant
  • Generating new business opportunities through relationships with current clients and Centers of Influence
To qualify for this opportunity, you should possess:
  • A Mutual Fund or Securities (RR) license and LLQP certification (or willing to obtain)
  • Minimum 3 years of industry experience
  • Excellent written and verbal communication skills
  • Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point);
  • Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face
You should also have the following attributes:
  • The ability to connect with, motivate and influence others
  • Self-confident but highly coachable with a high level of integrity
  • Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions, and new business
  • Desire to work in a successful and dynamic practice where each team member may wear more than one hat
  • Desire to learn and be mentored by others
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

IG Wealth Management