Associate, Daniel Greco - Victoria, BC

The Associate Opportunity

As an Associate, you will support Daniel Greco with his financial planning practice, providing a full range of financial products and services for clients. This is an excellent role for someone who is excited to utilize the financial planning process to enhance client relationships and grow an already successful practice. It is an ideal role for a detail-oriented and hard-working financial services professional that enjoys problem solving and is adept at constructing financial plans.This individual will have the opportunity to grow as a member of our team for many years professionally and personally.

Here is a glimpse into a day-in-the-life-of an Associate

You will provide support on financial planning, including the illustration of insurance quotes, along with the development and updating of written financial reports. There will be daily client interaction through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on products, services and strategies.  

Your responsibilities will include, but not be limited to:

• Gathering and inputting client data and information into financial planning software
• Preparing presentations for client meetings
• Updating clients’ plans and monitoring and evaluating as circumstances change
• Identifying opportunities to deepen and solidify the relationship with the client (e.g. insurance, banking, etc.)
• Assisting in the preparation of a prospect or client file prior to meetings
• Jointly meeting with clients alongside Daniel Greco

To qualify for this opportunity, you should possess:

• Business Administration Diploma or other post-secondary degree in a relevant business discipline or equivalent experience
• IIROC license is a must and LLQP certification (or willing to obtain)
• Minimum of 3 years of experience in a role involving financial planning and using financial planning software
• Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)
• Candidates with CFA designation are welcome to apply

You should also have the following attributes:

• Self-starter who takes initiative and can work independently
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
• Critical thinker who can come up with unique ways to solve problems

Benefits

• An earnings range of $60,000-$110,000 per year in addition to performance incentives based on results
• Hybrid work environment and flexibility in your schedule

About IG Wealth Management

For more than 90 years, IG Wealth Management has built long-term relationships with our clients and their families to look at all aspects of their financial well-being, proactively adjusting and assessing scenarios so our clients and their families can realize their full financial potential. This enables them to be ready to say “yes” to the possibilities that life brings. Today, financial planning and wealth advice is delivered to over a million Canadians coast to coast through our network of IG financial advisors. That’s a model we are committed to: Personal financial planning delivered by personal financial planners.