Associate Advisor -Beauce- Hugo Lehoux & Associates team


Quebec and Atlantic - 080 Québec Ste-Foy
Québec, Quebec


Last Day to Apply: December 31, 2022
Employment Type: Associate Advisor

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

Job Summary

As a partner, you will support the Senior Advisor and his team in their financial and tax planning practice, providing a wide range of financial products and services to clients. The Lehoux & Associés team specializes with business owners and consists of 8 people including an accountant and two tax specialists as associate members.

This career is both challenging and rewarding! IG Wealth Management partners benefit from training and support that is second to none in the industry. We invite you to consider the unique opportunity we offer you to join a team with great expertise in the business owner market segment.

Responsabilities

  • Participate fully as a team member to promote a professional and positive work environment, and help your teammates achieve common goals.           
  • Provide adequate financial planning based on client needs.
  • Be responsible for the relationship for the assigned customers.
  • Execute trading orders and provide information on products, services and strategies.
  • Business development with business owners with help of the team's senior advisor.
  • Ensure compliance with compliance requirements and stay on the lookout for new business opportunities.
  • Prepare and maintains client records , documents and meeting notes.
  • Assist in the growth of the practice by providing support to the team for the planning and implementation of strategies.

Required skills

     • 1 to 3 years of experience in the financial services sector or accounting firm.
     • Canadian Securities Course (CSC) or be in the process of obtaining it.
     • Title of financial planner (Pl.Fin.), chartered accountant (CPA) or tax specialist (M.Fisc.) is an asset.

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.

If you wish to apply, please send your curriculum vitae to: francois.pineau@iggpp.ca


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