Private Wealth Management Associate Advisor – Edmonton, AB

 Investors Group Inc.

Edmonton AB
APPLY BY March 03, 2020

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team
As a leading Private Wealth Management in Edmonton South, we are looking for an Associate Advisor. We provide a full range of financial products and services to 700 families, entrepreneurs, professionals and business owners in Edmonton and surrounding areas.
Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service.
The opportunities:

Front of the line access to IG Private Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team;
Be mentored by one of the most experienced and successful senior advisors of IG Wealth Management; and
Opportunity to build and be rewarded for your own equity.

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specifically, YOU WILL

Support all business development and marketing activities and strategies;
Identify new business opportunities within the market;
Prepare presentations and concept pieces for use in implementing financial planning strategies;
Develop new client relationships from external prospecting and introduction generated from centers of influence;
Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.

the benefits

strong total compensation package, including bonuses and rewards based on sales results;
Entrepreneurial culture that promises personal growth and development in the high net worth market;
Modern work environment and flexibility in your schedule;
Existing high net worth brand and team to support your growth and success in servicing mass affluent clients;
Ability to segment clients so that your efforts are directed to your most valuable relationships

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to qualify for this opportunity, you should possess

a minimum of 5 years of experience in the financial services industry;
CFP® designation;
Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain;
Strong interpersonal skills and demonstrated ability to build relationships and attract new business.

Our Private Wealth Management is affiliated with IG Wealth Management which is a part of IGM Financial and a member of the Power Financial Corporation group of companies. When you work with us, you enter into a relationship backed by an industry leader that Canadians have trusted for more than 90 years.’

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