Associate Advisor - Lacasse De La Riera & Associates team

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. Lacasse De La Riera & Associates team specializes in executives and healthcare professionals. Working in the field for more than 25 years with more than 40 years of combined experience, you will be part of a team of great expertise!

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 us. With a base salary combined with a bonus, you'll be able to create the future you want for yourself and more.

Responsabilities

• Participate fully as a team member to promote a professional and positive work environment, and help your teammates achieve common goals.           
• Provide adequate support to the team for a possible acquisition of assets.
• Be responsible for the relationship for the assigned customers.
• Execute common transactions in customer files.
• 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 related to mortgages and insurances.
• Perform data entry and follow-up customer signatures for any typw of request.

Required skills

• 1 to 3 years of experience in the financial services industry.
• Canadian Securities Course (CSC) or be in the process of obtaining it.
• Personal insurance permit (LLQP) or must obtain it within 6 months of hiring.
• Bilingual 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: josee.lacasse@igpwm.ca