Private Wealth Management Associate Advisor - Peterborough, ON

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

Lacey and Associates Private Wealth Management is a leading Peterborough area practice focused on full financial planning. We provide a full range of financial products and services to more than 300 families and have been in practice for over 20 years.

Drawing on your 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 self-motivated with an entrepreneurial spirit who has a passion for business development and client service.

THE OPPORTUNITIES

• Ability to join an established practice and immediately manage existing client relationships
• Opportunity to build and be rewarded for your contributions
• Mentoring and support from an experienced Financial Consultant along with access to IG Private Wealth Management tools and industry leading Planning software

SPECIFICALLY YOU WILL

• Prepare comprehensive financial plans for use in implementing planning strategies
• Review client accounts, execute trades, track client documentation, and explain products, services and strategies to clients directly
• Support all business development and marketing activities
• Develop new client relationships thru external prospecting
• Manage and grow existing client relationships

THE BENEFITS

• Very competitive compensation with base income of $75,000 and results based bonuses and rewards (potential first year compensation of $100,000+)
• Entrepreneurial culture focused on personal growth and development in the high net worth market
• Modern work environment with flexible schedule

REQUIREMENTS

• Minimum 5 years of client facing experience in the financial services industry
• CFP designation or willing to obtain
• Life License Qualification Program (LLQP)
• Strong relationship building skills with the ability to attract new business

Please email your resume to Philip Poitras at philip.poitras@igpwm.ca

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