As an Associate Consultant, you will support Karen Benke, Senior Financial Consultant, in servicing and in developing business opportunities with existing clients as well as driving new client acquisition growth. 

THE OPPORTUNITIES

  • Front of the line access to IG Private Wealth Management Support including Advanced Financial Planning Specialists and dedicated At Your Service Client Support.
  • Professional development, education and digital support.
  • Ability to achieve goals and be rewarded for your results

SPECIFICALLY, YOU WILL

  • Be responsible for driving growth in new client acquisition through prospecting.
  • Increase new business and generate introductions within existing client base.
  • Support the team in planning and implementing external marketing strategies.
  • Provide support on holistic wealth management planning.
  • Respond to client servicing needs directly when the lead Consultant is unavailable.
  • Execute trade orders when the Executive Assistant is unavailable.

THE BENEFITS

  • Strong total compensation package, with a competitive base income, additional bonuses and rewards based on achievement of key performance metrics.
  • Entrepreneurial culture that promotes personal growth and development.
  • Modern work environment, which includes the ability to work in both a professional office and virtual work environment providing a flexible and safe workplace.

TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS

  • Minimum 5 years’ experience in financial services industry.
  • Canadian Investment Funds Course (CIFC)
  • In Ontario, Life License Qualification Program (LLQP) or willing to obtain.
  • CFP® designation or willing to obtain.
  • Effective communication skills and demonstrated talent for building relationships.
  • Keen self-motivation, and the ability to work both independently and as part of a team. 
  • Strong attention to detail, organizational skills and problem-solving abilities.