Associate Advisor - Oakville, ON

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

Charles Thornton, a veteran financial planner with IG Wealth is growing rapidly and looking for a motivated Financial Consultant to join his practice as an associate.

As a key member of the team, you will actively support Charles in identifying new business opportunities, growing the assets of his clients and building relationships with key stakeholders.  You must be self-motivated and disciplined, with an entrepreneurial spirit and a passion for business development and client service.

 SPECIFICALLY, YOU WILL

• Support all financial planning, business development, marketing activities and strategies
• Identify new business opportunities and develop new client relationships from external prospecting and introductions generated from centers of influence
• Meet directly with prospective and existing clients to execute strategic concepts and further the client relationship
• Review client accounts, execute trade orders, maintain account lists, track client documentation and explain product, services and strategies to clients directly

THE BENEFITS                                        

• Robust compensation and benefit package which includes a base salary and results-based bonuses and rewards.
• Entrepreneurial culture that promises personal growth and development in the high net worth market
• Opportunity to build a rewarding career with a well-established financial services organization.

 TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS

• Five (5) years of experience in the financial services industry
• CFP^® and/or other financial services designations, or working towards them
• IIROC-licensed, Life License Qualification Program (LLQP) or willing to obtain them
• Strong interpersonal skills and demonstrated ability to build relationships and attract new business.

This is a full-time opportunity to establish a variable-income and self-employed business in association with Investors Group Securities Inc. Submissions are subject to an initial and ongoing review process. IG Wealth offices are located in almost all provinces and territories across Canada.

CONTACT US

Please email your resume to Charles.thornton@ig.ca