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 new business
- Excellent interpersonal and strategic skills Embrace this entrepreneurial opportunity in a dynamic, client-centric environment.

📌 Associate Wealth Advisor with Growth Potential (Peterborough)
🏢 IG Wealth Management
📍 Peterborough