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 career 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 agile, client-centric workplace. #J-18808-Ljbffr
📌 Associate Wealth Advisor With Growth Potential Deep River (Canada)
🏢 IG Wealth Management
📍 Canada
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