18 Sep
|
IG Wealth Management
|
Ontario
18 Sep
IG Wealth Management
Ontario
Advance your career as an Associate Wealth Advisor in Peterborough, ON, where you will shape client-focused financial strategies. This full-time role caters to those with experience seeking growth.
Join a well-established wealth management practice that serves clients in the Kawarthas, fostering deep planning relationships and offering opportunities for professional development. You will transition an existing client base into a thriving practice and have the possibility of equity ownership as a high performer.
Key Responsibilities:
• Provide advanced financial planning solutions utilizing top industry tools
• Execute targeted marketing and business development efforts
• Pursue high net worth business opportunities
• Build strong client relationships through networking and referrals
• Conduct strategy-focused meetings with clients
Requirements:
• At least 1 year in financial services with client relationship management
• Completion of CIRO licensing is essential
• Obtain LLQP within 6 months of hire
• Experience in attracting current business
• Excellent interpersonal and strategic skills
Embrace this entrepreneurial opportunity in a dynamic, client-centric environment.
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📌 Associate Wealth Advisor with Growth Potential (Ontario)
🏢 IG Wealth Management
📍 Ontario