Associate

Our goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new.

We want a person that is inspired and inspires; someone that gives you that awesome kind of energy!

Why join our team?

Culture and character matter. We have an organized and ideal practice with amazing clients. Our first and paramount test will always be, is this in the best interests of the Canadian families in our care?

We are financial planners; we know what we do, and we do it well. As a bonus, we have a really great team and we have plenty of fun along the way!

We know excellent financial planners out there, wishing they could do more for the clients in their care. Ever look at 300+ client families with only 365 days in a year, and wonder how to efficiently allocate your time?

How can quality relationships, comprehensive and client-unique financial plans be established when time is finite? Capacity is the issue, and we ensure that our clients are never spread thin.

Our practice has the technology, business systems and people in place to ensure client needs are always exceeded. We build meaningful relationships because we have the time and capacity to do so.

The Associate Advisor role is perfect for someone who is passionate about the financial planning process and excited at the thought of building relationships.

They will have current experience within an existing financial planning environment. This person will be comfortable saying hi in any environment and feel at home in networking situations.

This individual will demonstrate strong utilization of our industry-leading technology to ensure every client has a top-notch financial plan.

Additionally, this person will have the opportunity to grow as a member of our team and take on greater responsibilities over time including leading others and managing top client relationships.

Your responsibilities will include, but are not limited to :

• Build, maintain and deliver comprehensive financial plans for our clients
• Identifying opportunities to serve existing clients, and approach new clients
• Design and implement business development strategies to grow the client base
• Gathering information from clients to prepare plans / proposals
• Building relationships with clients both independently and alongside the sr. advisor

To qualify for this opportunity, you should possess :

• Securities licensed
• LLQP certification (or willing to obtain)
• CFP designation (or willing to obtain)
• Minimum 5 years of financial planning experience
• Excellent written and verbal communication skills
• Strong computer skills
• Interact professionally yet comfortably with clients by phone, email and in person

You should also have the following attributes :

• Strong attention to detail. This is exceptionally important!
• The ability to connect with, motivate and influence others
• Self-confident but highly coachable with a high level of integrity
• Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions, and new business
• Desire to learn and be mentored by others

Our practice, ranks in the top 100 national business results as an elite performance team at IG Wealth management, a Power Corp.

company with over 90 years history in Canada. We provide a full range of financial products and services to a niche number of families, entrepreneurs, professionals and business owners in the Calgary and surrounding areas.

We have been in practice for 19 years.