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

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