Private Wealth Management Associate Advisor - Kamloops, BC

Marilyn Giesbrecht and Kelsey Boudreau are a leading private wealth management practice. We provide a full range of financial products and services to families, entrepreneurs, professionals, and business owners.

Drawing on previous experience in a financial advisory role, you will be responsible to provide full support for three key areas within the practice: Financial Planning Software, Insurance, Marketing and Client Events.  This is a support position to aid each of the consultants within our practice for the benefit of our clients.  You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for financial planning, teamwork, and client service.

THE OPPORTUNITIES

• To partner with an experienced and successful Private Wealth Management team.
• Opportunity to work within an established client base and be rewarded with a bonus structure
• Have mentorship and access to support while growing your professional career.

RESPONSIBILITIES

Financial Planning Software

• Learn and become the practice expert in our new Financial Planning Software – Conquest
• Work with clients to information gather to have accurate information to populate client profiles within the software.
• Work with a lead consultant on building a first draft copy of the plan which can be reviewed with the consultant.

Insurance

• Learn and become the practice expert in risk management.
• Be involved in client meetings to help with insurance needs analysis and discussion of solutions with a lead Consultant.
• Work directly with the Region Office Insurance Specialist.
• Assist behind the scenes with various insurance carriers to obtain quotes for clients.
• Once a strategy is agreed upon with a client, be responsible for overseeing and managing the insurance from the application stage through to placement.
• Conduct annual insurance reviews for clients.

Client Events and Marketing

• Organize and execute client events
• Utilize all social media platforms to promote

THE BENEFITS                        

• Strong total compensation package, bonuses, education support, etc.
• Entrepreneurial culture that promises personal growth and development in the high net worth market.
• Modern work environment and flexibility in your schedule.

TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS

• 2 years of client relationship experience in the financial services industry
• Business Administration Diploma or other post-secondary degree an asset
• Canadian Investment Funds Course (CIFC), Canadian Securities Course (CSC) or Mutual Fund Dealers Association (MFDA) licenced or equivalent
• Life License Qualification Program (LLQP) or willing to obtain
• Strong personal skills and demonstrated ability to build relationships
• Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face.
• Must be a team player

CONTACT US

Please email your resume to kelsey.boudreau@igpwm.ca

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