Private Wealth Management Associate – Sudbury, ON
City : Sudbury
Category : Other
Industry : Financial
Employer : IGM Financial Inc.
Associate Opportunity in Sudbury Area
As an Associate, you will support one of the leading Private Wealth Management Wealth Team’s in the Country with their financial planning practice, providing a full range of financial products and services for clients. This career is both challenging and rewarding! IG Wealth Management Associates have the advantage of the industry’s best training and support; we’re excited to welcome you to explore the opportunity we offer.
Here is a glimpse into a day-in-the-life-of an Associate.
You will provide support on financial planning, along with the development and updating of written financial reports. Run advanced financial planning discovery, analysis, and implementation of solutions. There will be daily client interaction through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on products, services, and strategies. You will assist in building high performing, tax efficient portfolios and utilize our in-house administrative team to carefully onboard new clients. As a contributor to the growth of the practice, you support the team in planning and implementation of external marketing strategies. You will collaborate with local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving financial legacies.
What we’re looking for in you
We’re looking for dedicated team players who want to help Canadians achieve their financial goals.
- You have 3-5 years of experience in the financial services industry, along with either MFDA or IIROC licensing. Preference will be given to candidates who possess the Life License Qualification Program (LLQP) or willing to obtain.
- You are self-motivated, highly driven and value the development and maintenance of effective working relationships.
- You have excellent written and oral communication skills.
Compensation will be a combination of fixed earnings and performance incentives. Expected fixed earnings range of $80,000 - $120,000 per year based on experience.