Take your wealth advisory career to new heights in Peterborough, ON, as an Associate Wealth Advisor. This role emphasizes client-focused service and includes advanced financial planning privileges.
In this full-time position, you will immerse in an established advisory practice serving the Kawarthas for over 30 years. Ideal for an experienced financial advisor, this role allows you to transition and deepen client relationships while contributing to a thriving wealth management practice. High performers may access potential equity ownership opportunities within the firm.
Key Responsibilities:
• Deliver comprehensive financial planning solutions using advanced tools
• Lead business development and outreach marketing strategies




• Identify and pursue recent high net worth clients
• Cultivate relationships through referrals and professional connections
• Conduct planning meetings to enhance client engagement
Requirements:
• Minimum 1 year of financial services experience
• CIRO licensing required
• LLQP must be obtained within 6 months
• Proven ability to attract and retain clients
• Strong communication and strategic thinking skills
Grow your expertise in a supportive environment focused on high net worth planning.
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📌 Wealth Advisor Role in Peterborough
🏢 IG Wealth Management
📍 Peterborough