Associate Advisor - Humboldt, SK

Bernhard & Associates PWM is a leading Saskatchewan based Private Wealth Management practice. We provide a full range of financial products and services to more than 700 families, entrepreneurs, professionals and business owners in Humboldt and surrounding areas.  We have been in practice for 41 years.

Drawing on previous experience in a financial planning specialist role, you will be responsible for creating financial plans in the execution of Bernhard & Associates PWM business plan while operating in a fast-paced, confidential, multi-tasking environment.  You must be a self-motivated, highly organized individual with an ease for communication and a passion for client service.

THE OPPORTUNITIES:

• Be part of one of the top IG Private Wealth Management teams in Saskatchwan.
• Have front of the line access to IG Private Wealth Management support such as an Advanced Financial Planning Team, Private Client support and Practice Management support.
• Be mentored by one of the most experienced and successful IG Private Wealth Management consultants in Saskatchewan.
• Have the opportunity to build and be rewarded for your own equity.

SPECIFICALLY, YOU WILL

• Help conduct the smooth operation of a wealth management office. 
• Create financial plans for high net worth clients and provide support on industry leading financial planning software.  This includes the review and development of written financial reports for prospects and clients.
• Meet with clients to review, clarify, and execute all financial plan details by following the Consultant’s recommended course of action.

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

• Experience in the financial services industry.
• Strong background in technology and financial planning software.
• Strong attention to detail and proficient with numbers
• Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), in Saskatchewan, Life License Qualification Program (LLQP) or willing to obtain.
• QAFP/CFP® designation or willing to obtain.
• Dedicated to continuing education
• Strong interpersonal skills and demonstrated ability to build relationships and work in a team environment.

CONTACT US

Please email your resume to jeff.bernhard@igpwm.ca

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