Financial representative Offres d'emploi - Ottawa, ON

Company Description

Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future. Our financial approach considers every dimension of your financial life, ensuring a plan that evolves with you. From retirement optimization to tax planning, investment solutions, estate planning, insurance, business ownership, cash management, and more, we provide solutions that adapt to your changing needs.

IG Wealth Management is ideally suited for established advisors seeking to reach higher levels of success through a client-focused business model, designed to enhance the skills, tools, and expertise you bring to clients you work with. IG offers a compelling model and vast resources to support your business.

Role Description

This is a full-time commission-based position for established advisors looking to gain access to extensive advisor support and technology, thus enhancing their level of client services, and grow their practice by joining IG Wealth Management. The Financial Consultant will be responsible for financial planning, investments, finance, analytical skills, and retirement planning. The role is located in Thunder Bay, ON and the surrounding communities.

Qualifications

• Financial Planning and Investments skills
• Finance and Analytical Skills
• Retirement Planning expertise
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Experience in wealth management or financial advisory
• Certified Financial Planner (CFP) designation is required prior to or soon after joining
• Bachelor's degree is an asset

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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