Associate Advisor - Medicine Hat, AB

Sean Wheeler is the Senior Consultant on a team which provides a full range of financial products and services to over 250 families, entrepreneurs, professionals, and business owners in Southern Alberta.

Drawing on previous experience in an advisory role you will be responsible for managing and growing the assets of a well established, client centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for financial planning, business development and client service.

THE OPPORTUNITIES:

• Access to a dedicated IG Wealth management At Your Service (AYS) representative to support in servicing client inquiries
• Partnership with an experienced senior advisor
• Opportunity to work with established clients, build new relationships and be rewarded with bonus incentives

SPECIFICALLY, YOU WILL:

• Support all business development and client service activities
• Identify new business opportunities within the retiree, young professional and entrepreneurial market
• Prepare presentations for concept pieces for use in implementing financial planning strategies for clients
• Develop new client relationships from external prospects and introductions generated from centers of influence
• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship
• Review client accounts, complete detailed financial plans, and explain products, services, and strategies to clients directly

THE BENEFITS:

• Strong total compensation package, including performance bonuses and rewards
• Entrepreneurial culture that promises personal growth and development in the high net worth market
• Modern work environment, the ability to work remotely, and flexibility in your schedule

TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS:

• 5 years of client relationship experience in the financial industry
• Canadian investment Funds Course (CIFC) or Canadian Securities Course (CSC)
• Life License Qualification Program (LLQP) or willing to obtain
• Strong personal skills and demonstrated ability to build relationships and attract new business

CONTACT US:
Please email your resume to sean.wheeler@ig.ca
We thank applicants however only those under consideration will be contacted