Associate Wealth Advisor with Growth Potential (Deep River)

Associate Wealth Advisor with Growth Potential (Deep River)

19 Sep
|
IG Wealth Management
|
Deep River

19 Sep

IG Wealth Management

Deep River

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 agile, client-centric environment. #J-18808-Ljbffr

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

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