Associate Advisor - Yanick Juneau 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 by providing a wide range of financial products and services to clients. Yanick Juneau team specializes in business owners, professionals and pre-retirees. 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 deep expertise in niche market segments. 

Responsabilities

• Be fully involved as a team member to promote a professional and positive work environment, while helping your teammates achieve common goals;
• Capture complex data and transform it into simple, easy-to-understand concepts
• Bring additional intellectual capital to the organization through financial planning skills
• Be responsible for the relationship for the assigned clients
• Ensure compliance requirements are met and stay abreast of new business opportunities
• Assist in the growth of the practice by providing support to the team for the planning and implementation of strategies.

Required skills

• Have 3 years of experience in the financial services sector or accounting firm
• Good team spirit
• Demonstrate autonomy and creativity
• Ability to solve problems and help people to find solutions
• Holding a financial planner (Pl.Fin.), chartered accountant (CPA) or tax specialist (M.Fisc.) designation 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 yanick.juneau@iggpp.ca  

Starting date April 1, 2023