Join IG Wealth Management as a Financial Advisor in their Corporate Channel catering to Sault Ste. Marie clients. This role blends remote work flexibility with comprehensive financial planning responsibilities.
The ideal candidate will have mutual fund licensing and over three years of experience in financial advisory roles. As an advisor, your mission will be to formulate financial strategies while ensuring compliance with regulatory guidelines. You will spend a majority of your time maintaining existing client relationships and leveraging digital tools to enhance service delivery.
Key Responsibilities:
• Create personalized financial plans focusing on clients' goals
• Build and maintain strong client relationships
• Ensure compliance with Corporate Channel service standards
• Utilize digital tools to streamline service delivery
• Handle day-to-day client interactions and campaigns
Requirements:
• Mutual fund licensed or Securities licensed
• Experience o...