Transform your career as a Corporate Financial Planner at IG Wealth Management in Calgary South. This remote-friendly role focuses on delivering integrated financial advice to clients across Canada.
Ideal candidates will be mutual fund licensed and possess over three years of financial planning experience. The Advisor role offers opportunities to develop robust client relationships and earn variable income while serving existing IG clients. Enjoy a dynamic work environment that supports continuous learning and a competitive compensation package.
Key Responsibilities:
• Develop comprehensive financial plans aligned with client goals
• Strengthen client relationships while adhering to regulations
• Serve existing clients with excellence, prioritizing client satisfaction
• Maximize service levels using IGWM’s digital solutions
• Oversee active communication channels for client engagement
Requirements:
• Mutual fund or securities license is essential
• 3+ years in a financial advisory role required
• High performance in relationships and sales
• Relevant university degree needed
• LLQP and provincial insurance licensing to be completed within 60 days
Utilize your expertise in financial planning to guide clients toward their goals with IG Wealth Management.
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