“At Schiller, Spence & Associates Private Wealth Management, we work with clients to discover a unique vision for their wealth, by assisting them to create a multi-dimensional strategy that sums up who they are and what matters most to them".

With 25 years of experience, our team helps build confidence in peoples’ future as we protect and manage their wealth. Whether they are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share their wealth, we will ensure that each part of their financial picture is synchronized with the others.

THE OPPORTUNITIES:

• Be part of one of the top IG Private Wealth Management teams in Canada;
• Be mentored by one of the most experienced and successful IG teams
• Opportunity to build and be rewarded for your contribution
• Opportunity to work with established clients, build new relationships

THE BENEFITS:

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

YOU WILL:

• Support all business development and marketing activities and strategies
• Identify new business opportunities within the retiree, young professional and entrepreneurial market
• Prepare presentations for concept pieces for use in implementing financial planning strategies for clients
• Develop new client relationships from external prospects and introductions 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
• Review client accounts, complete detailed financial plans, and explain products, services, and strategies to clients directly

QUALIFICATIONS:

• 5 years of client relationship experience in the financial industry
• Canadian investment Funds Course (CIFC) or Canadian Securities Course (CSC)
• Life License Qualification Program (LLQP) or willing to obtain
• Strong personal skills and demonstrated ability to build relationships and attract new business

CONTACT US:

Please email your resume to miles.schiller@igpwm.ca
We thank applicants however only those under consideration will be contacted.