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 solid client relationships and earn variable income while serving existing IG clients. Enjoy a energetic work setting 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.