Step into an Advisor role at IG Wealth Management in Calgary South, focused on providing elite financial planning. This primarily remote position allows for flexible work while delivering tailored advice to clients.

Successful candidates will be mutual fund licensed and possess more than three years of experience in financial planning. The role emphasizes customer service excellence with an 85% focus on client retention and an opportunity to expand the client base. Benefit from a supportive hybrid working workplace and competitive total compensation.

Key Responsibilities:
• Create personalized financial plans addressing all aspects of client needs
• Foster relationships with clients while ensuring compliance
• Focus on existing clients to enhance overall experience




• Leverage technology to improve service delivery
• Manage proactive contact campaigns and marketing activities

Requirements:
• Licensing in mutual funds or securities is mandatory
• 3+ years’ experience in client-focused financial services
• Proven relationship management and sales record
• Bachelor’s degree in finance or related fields
• Candidates must complete LLQP and insurance licensing within 60 days

Enhance your financial planning career with IG Wealth Management in a diverse and inclusive culture.
#J-18808-Ljbffr

📌 Advisor Role in Calgary with IG Wealth (Alberta)
🏢 IG Wealth Management
📍 Alberta