Private Wealth Management Associate Advisor - Calgary, AB

Colbourne Group Private Wealth Management is a leading Calgary-based Private Wealth Management practice. We provide a full range of financial products and services to more than 180 High Net Worth families*, entrepreneurs, professionals and business owners in Calgary and surrounding areas. We have been in practice for 17 years.

 Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice.  You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service.

The opportunities

• Front of the line access to IG Private Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team;
• Be mentored by one of the most experienced and successful senior advisors in the 90-year history of IG Wealth Management; and
• Opportunity to build and be rewarded for your own equity.

Specifically, you will

Provide financial planning support to Colbourne Group Private Wealth Management

• Support all business development and marketing activities and strategies;
• Identify new business opportunities within the young professionals and entrepreneurs market;
• Prepare presentations and concept pieces for use in implementing financial planning strategies;
• Develop new client relationships from external prospecting and introduction generated from centers of influence;
• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
• Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.

The Benefits                          

• Strong total compensation package, including bonuses and rewards based on sales results;
• Entrepreneurial culture that promises personal growth and development in the high net worth market; and
• Modern work environment and flexibility in your schedule.

To Qualify for This Opportunity, You Should Possess

• 3 years of experience in the financial services industry;
• CFP® designation, Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain;
• Strong interpersonal skills and demonstrated ability to build relationships and attract new business.

Choosing Colbourne Group Private Wealth Management for a life and career opportunity.

Colbourne Group Private Wealth Management is affiliated with IG Wealth Management which is a part of IGM Financial and a member of the Power Financial Corporation group of companies. When you work with us, you enter into a relationship backed by an industry leader that Canadians have trusted for more than 90 years.

Mission

Honesty, Integrity and Responsiveness are our core values. Our team is motivated to give you clarity and predictability around your retirement. We take a values-based approach to full financial planning. We can show you how to minimize tax, invest wisely in any market, protect your family and help you leave a legacy. We are fully engaged to improve your financial well-being.

About Colbourne Group Private Wealth Management.

• Website IGprivatewealth.com
• Client testimonials https://www.linkedin.com/in/jeffcolbourne/