Wealth Advisor (Mutual fund licensed) - West GTA, Greater Golden Horseshoe
$85,000–$130,000 year
On-siteLocation, Northern Cape, South Africa
Location, Northern Cape, South AfricaOn-siteFull Time$85,000–$130,000 yearLicense Or Certification
Full TimeLicense Or Certification
Job Summary
Provide holistic financial plans covering investment strategies, retirement, mortgages, banking, and insurance while identifying opportunities to deepen relationships with existing clients. Deliver proactive planning and advice using IGWM's digital tools, manage inbound/outbound client contacts, and execute retention activities from the Corporate Channel. Prioritize servicing current clients to meet an 85% service standard while growing the client base through reporting and analysis of future business opportunities. Maintain compliance with regulatory guidelines and leverage the IG Living Plan to support clients' short and long-term goals.
Required Qualifications
- Mutual fund licensed
- Securities licensed
- 3+ years of client facing financial planning experience
- Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence
- University Degree in a relevant field
- LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment
- ETF approved for trading completed
- Proficiency in the use of digital tools, including CRM and Financial Planning software
- Certified Financial Planner (CFP) or Financial Planner (F.Pl) designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment
- Mutual fund licensed or Securities licensed
- LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment
- ETF approved for trading completed
- Proficiency in the use of digital tools, including CRM and Financial Planning software
- Certified Financial Planner (CFP) or Financial Planner (F.Pl) designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment
- Must be able to lift 50 lbs
- Must be available for weekend shifts
- Valid driver's license
- Process merchandise accurately and efficiently
- Manage the team's quarterly review cycle
- 401(k) match with vesting
- Competitive salary and bonus
- Comprehensive health, dental, vision
- Generous PTO and parental leave
- We value diversity
- Order to Cash
- Bachelor's degree
- Excellent communication skills
- Must be able to effectively lead and coach others
- Strong attention to detail
- Helping customers gives you energy
- Get charged up by interacting with others
- Must be available for weekend shifts
- You believe that food is central to our lives
- Passionate about excellence
- If you have a smile to share, we'd love to have you
- We want amazing humans
Desired Qualifications
- Certified Financial Planner (CFP) or Financial Planner (F.Pl) designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment
- Certified Financial Planner (CFP) or Financial Planner (F.Pl) designation preferred or willing to actively pursue within first 2 years in role
- Understanding of the industry, competitive landscape, and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships
- Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
- The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment
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