Associate Advisor - Mississauga, ON

Enhance your career in an entrepreneurial environment
where you define your success & work as part of a team

As an Associate, you will support Alex Kellermann, Executive Financial Consultant, and his team by providing a full range of financial products and services. Our team specializes in developing comprehensive financial plans for our clients who are business owners, young families, and retirees who appreciate the value we endeavor to create for them.

OUR VISION

We take a holistic approach to our clients’ financial success by taking the time to understand all aspects of their financial and family life, including goals and concerns. This allows us to build long-term enduring client relationships, built on trust and respect.

OUR TEAM BELIEVES:

• In always doing our best and continually improving, learning, and growing.
• In collaborating as a team to build a strong, successful, and growing practice together.  In approaching each day with a fun, respectful, optimistic, and caring attitude. 
• It is our mission to have a positive impact on clients’ lives and to give them financial confidence for their future.

If you share our vision and values, we’d like to hear from you.

SPECIFICALLY YOU WILL:

• Providing support on financial planning software including the illustration of insurance quotes and the updating of written financial reports.
• Resolving client issues by investigating problems and developing solutions.
• Reviewing client files for compliance requirements and new business opportunities before lead Consultant appointments and follow up as necessary after appointments.
• Receiving incoming client calls and executing trade orders when the Executive Assistant is unavailable.
• Scheduling client meetings.
• Providing information, answering questions, explaining products or services and strategies to clients directly when the lead Consultant is unavailable.

TO QUALIFY FOR THIS OPPORTUNITY YOU SHOULD POSSESS

• Minimum 3 years’ experience in financial services industry
• Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
• In Ontario, Life License Qualification Program (LLQP) or willing to obtain
• Strong interpersonal skills and demonstrated ability to build relationships

CONTACT US

Please email your resume to alex.kellermann@ig.ca   

We thank all applicants, however, only those under consideration will be contacted.