Wealth Advisor Opportunity In Kawarthas (Havelock-Belmont-Methuen)

Wealth Advisor Opportunity In Kawarthas (Havelock-Belmont-Methuen)

25 Sep
|
IG Wealth Management
|
Havelock-Belmont-Methuen

25 Sep

IG Wealth Management

Havelock-Belmont-Methuen

Join a leading wealth management practice as a Wealth Advisor serving Kawarthas clients. This full-time position offers a strong framework for professional and financial growth through proactive client engagement.With over 30 years of experience, this practice is searching for a driven advisor to deepen client relationships and manage an existing portfolio. You'll have access to top financial planning tools and support for aggressive business development. Successful candidates will find ample chance for career advancement and equity ownership.Key Responsibilities:Provide advanced financial planning solutions using industry toolsExecute targeted marketing and outreach strategiesIdentify and pursue new high net worth clientsBuild relationships through referrals and introductionsConduct meetings to discuss strategies and deepen engagementRequirements:At least 1 year of financial services experienceCIRO licensing requiredLLQP must be obtained within 6 monthsProven track record of attracting new businessExcellent communication and interpersonal skillsLeverage your expertise in financial advisory to foster long-term client relationships in the Kawarthas region.

📌 Wealth Advisor Opportunity In Kawarthas (Havelock-Belmont-Methuen)
🏢 IG Wealth Management
📍 Havelock-Belmont-Methuen

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