Private Wealth Management Associate Advisor - Sudbury, ON

Snow & Associates is a leading Sudbury based Private Wealth Management practice. We provide a full range of financial products and services to more than 300 families, entrepreneurs, professionals and business owners in the Sudbury and surrounding areas.  We have been in practice for 23 years with combined team experience of over 35 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 Investors Group 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 Investors Group.; and
• Opportunity to build and be rewarded for your own equity.

 SPECIFICALLY YOU WILL

• Support all business development, marketing activities, social media 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

• 5 years of experience in the financial services industry;
• CFP® designation (or willing to obtain);
• 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

CONTACT US

Please email your resume to ryan.snow@igprivatewealth.com

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