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 clientsRequirements:
- 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 recent business
- Excellent interpersonal and strategic skillsEmbrace this entrepreneurial opportunity in a dynamic, client-centric environment.#J-18808-Ljbffr

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