Responsibilities: Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.

Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.

Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.

Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications: Mutual fund licensed 3+ years of client facing financial planning experience Performance-driven high achiever with robust relationship and sales skills along with demonstrated financial planning excellence.

Post Secondary Education in a relevant field. LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.



ETF approved for trading completed.

Proficiency in the use of digital tools, including CRM and Financial Planning software Certified Financial Planner (CFP) or Financial Planner (“F.

Pl") designation preferred or willing to actively pursue within first 2 years in role Understanding of the industry, competitive landscape, and economic market issues Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.

Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

The expected annual pay range for this position is $85 000 - $130 000, which includes base salary and target variable sales incentive.

Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives.

This role is also eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

📌 Wealth Advisor (Mutual funds licensed) - Corner Brook, Newfoundland (Newfoundland and Labrador)
🏢 IG Wealth Management
📍 Newfoundland and Labrador