City : Newmarket

Category : Other

Industry : Financial

Employer : IGM Financial Inc.

The SENECAL GROUP, a leading IG Private Wealth Management practise, is growing rapidly and currently seeks a motivated Financial Associate Advisor to join our practice.

As a key member of our award-winning team, you will actively support lead advisors in providing financial planning advice to our high-net-worth family clients, ensuring continued compliance adherence (KYC, Investment Profile) and identifying new business opportunities, and growing assets of our clients. You must be self-motivated and disciplined, with an entrepreneurial spirit and a passion for business development and client service. We provide an extensive training and mentoring program in a very supportive environment. 

Here is a glimpse into a day-in-the-life-of an Associate

• Support all financial planning, business development, marketing activities and strategies
• Identify new business opportunities and develop new client relationships from external prospecting and introductions generated from centers of influence
• Meet directly with prospective and existing clients to execute strategic concepts and further the client relationship
• Review client accounts, execute trade orders, maintain account lists, track client documentation and explain products, services, and strategies to clients directly.

What we’re looking for in you

• Minimum 4-5 years of client-servicing experience in the financial servcies industry; experience with high-net-worth clients would be a plus, along with the Canadian Securities Course (CSC) and IIROC credentials 
• Preference will be given to candidates who possess the Life License Qualification Program (LLQP) or Registered Retirement Course designation (RRC).  The Certified Financial Planner (CFP®) designation is an asset.
• Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions, and new business
• Excellent written and verbal communication skills
• Strong computer skills in MS Office Suite (Outlook, Word, Excel, PowerPoint)
• Experience in a role involving in-depth financial planning and using financial planning software 
• Customer service orientation, with a demonstrated ability to professionally interact with clients, both on the phone and face-to-face
• Excellent organizational and time management skills with the ability to quickly adapt to ever-changing priorities/time restrictions

The Benefits

• This opportunity offers a guaranteed minimum amount earning of $60,000, in addition to significant result-based performance incentives
• 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.

About SENECAL GROUP

Seecal Group Private Wealth Management caters to high-net-worth families, business owners, and professionals, providing synchronized financial plans and a full range of financial products and services. We are part of IGM Financial and a member of the Power Corporation group of companies. When you work with us, you enter a relationship backed by an industry leader that Canadians have trusted for more than 90 years. For more details, please visit Senecal Group Private Wealth Management