At Runzer & Associates Private Wealth Management our goal is to provide clients with freedom. We hire knowledgeable and experienced financial planners with a passion for unlocking freedom for clients with sound, strategic and principled financial planning.
The Associate Advisor role is perfect for someone who is passionate about the financial planning process and excited at the thought of building relationships, and a book of clients, within an already established practice. This individual will have the opportunity to grow as a member of a team and take on greater responsibilities over time including leading others and managing top client relationships. This is also a great opportunity for someone looking to transition into retirement!
Your responsibilities will include, but are not be limited to:
To qualify for this opportunity, you should possess:
You should also have the following attributes:
Runzer & Associates is an elite performance team at IG Private Wealth Management, a Power Corp. company with over 90 years history in Canada. We provide a full range of financial products and services to more than 150 families*, entrepreneurs, professionals and business owners in the Kelowna and surrounding areas. We have been in practice for over 15 years.
This opportunity offers an earnings range of $80,000-$160,000, in addition to performance incentives.