Associate

Associate Financial Advisor Opportunity 

Greater Victoria

IG Victoria has a number of exceptional opportunities for a qualified Associate, Financial Advisors to join tenured financial advisor practices in Greater Victoria, B.C. 

We have a number of well-established IG practices that are currently seeking  Associate Advisor candidates. Every Victoria IG practice delivers solution-based planning while each specialize in a high net worth target market (professionals, business owners, high-net-worth pre-retirees, and retirees). Based the candidate’s current practice profile, they will be introduced to IG practices that match their existing practice target market and demographic. 

The successful candidate will be well-versed in financial planning software and competent in managing and onboarding new clients.  

Responsibilities include: 

• Managing clients to develop high-net-worth introductions  

• Servicing clients and managing their expectations  

• Gathering client data to prepare financial plans and offer tailored solutions 

• Assisting the team in reviewing client information and formulating recommendations 

• Building client relationships as part of the team and independently 

Qualifications: 

• CFP designation or equivalent, or actively working towards completion 

• Mutual fund or securities licensed

• Life insurance license or actively working towards completion 

• Minimum 5+ years of industry experience, managing an existing client base 

• Excellent written and verbal communication skills 

• Strong MS Office skills (Outlook, Word, Excel, PowerPoint) 
• Experience in Conquest or other Financial Planning Software applications

• Professional phone and face-to-face communication 

Additional attributes: 

• Strong ability to connect with and manage client relationships 

• Self-confident, coachable, and high integrity 

• Proven record of positive client outcomes, introductions, and new business 

• Desire to learn, be mentored, and mentor others 

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.