Associate

Associate Financial Advisor Opportunity

Greater Victoria

IG Victoria has a number of exceptional opportunities for a qualified Associate, Financial Advisors to join tenured financial advisor practices in Greater Victoria, B.C.

We have a number of well-established IG practices that are currently seeking Associate Advisor candidates. Every Victoria IG practice delivers solution-based planning while each specialize in a high net worth target market (professionals, business owners, high-net-worth pre-retirees, and retirees). Based the candidate’s current practice profile, they will be introduced to IG practices that match their existing practice target market and demographic.

The successful candidate will be well-versed in financial planning software and competent in managing and onboarding new clients.

Responsibilities include:

• Managing clients to develop high-net-worth introductions
• Servicing clients and managing their expectations
• Gathering client data to prepare financial plans and offer tailored solutions
• Assisting the team in reviewing client information and formulating recommendations
• Building client relationships as part of the team and independently

Qualifications:

• CFP designation or equivalent, or actively working towards completion
• Mutual fund or securities licensed
• Life insurance license or actively working towards completion
• Minimum 5+ years of industry experience, managing an existing client base
• Excellent written and verbal communication skills
• Strong MS Office skills (Outlook, Word, Excel, PowerPoint)
• Experience in Conquest or other Financial Planning Software applications
• Professional phone and face-to-face communication

Additional attributes:

• Strong ability to connect with and manage client relationships
• Self-confident, coachable, and high integrity
• Proven record of positive client outcomes, introductions, and new business
• Desire to learn, be mentored, and mentor others

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.