Associate

Private Wealth Management Associate,

Lyle & Associates – Penticton, BC

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team

The Associate Opportunity

As an Associate, you will support a Private Wealth Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both challenging and rewarding! IG Private Wealth Management Associates have the advantage of the industry’s best training and support; we’re excited to welcome you to explore the opportunity we offer.

Here is a glimpse into a day-in-the-life-of an Associate

You will provide support on financial planning, including the illustration of insurance quotes, along with the development and updating of written financial reports. You will also be responsible for reviewing client files for compliance requirements and new business opportunities. There will be daily client interaction through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on products, services and strategies. As a contributor to the growth of the practice, you support the team in planning and implementation of external marketing strategies.

What we’re looking for in you

We’re looking for dedicated team players with an agile and proactive mindset who want to help Canadians achieve their financial goals. A minimum of 1 to 3 years’ experience in the financial services industry, along with the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC). Preference will be given to candidates who possess the Life License Qualification Program (LLQP) or Registered Retirement Course designation (RRC). The Certified Financial Planner (CFP®) designation is an asset.