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AssociatesIG Wealth Management • Kelowna, British Columbia, Canada
Associates

Associates

IG Wealth Management • Kelowna, British Columbia, Canada
29 days ago
Job type
  • Full-time
Job description

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 Senior 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 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.

What You’ll Do

  • Innovate & Execute :  Design and implement dynamic business development strategies to expand our client base and fuel sustainable growth.
  • Engage & Connect :  Build robust, lasting relationships with high-net-worth individuals through proactive networking, referrals, and personal rapport.
  • Strategic Impact :  Create compelling presentations and strategic proposals that captivate prospective clients and convert opportunities into success.
  • Drive Daily Excellence :  Whether on client calls, face-to-face meetings, or digital interactions, you'll be at the forefront of delivering exceptional service and actionable insights.

What We’re Looking For

  • Professional Experience :  Financial sales / advisory roles, client facing experience required
  • Growth Mindset :  While a CFP designation is a bonus, the willingness to pursue one reflects your commitment to continuous improvement.
  • Relationship Builder :  A natural networker with the ability to forge high-impact relationships and turn prospects into loyal clients.
  • Passionate & Driven :  You inspire confidence among your peers, friends, and family—now channel that energy to make a real difference for our clients.
  • About IG Wealth Management

    For more than 100 years, IG Wealth Management has built long-term relationships with our clients and their families to look at all aspects of their financial well-being, proactively adjusting and assessing scenarios so our clients and their families can realize their full financial potential. This enables them to be ready to say “yes” to the possibilities that life brings. Today, financial planning and wealth advice is delivered to over a million Canadians coast to coast through our network of IG financial advisors. That’s a model we are committed to : Personal financial planning delivered by personal financial planners.

    Why Join Us?

    At our practice, every day is a chance to make a profound impact—both on your career and the financial well-being of our clients. If you have the ambition to build powerful relationships, drive strategic growth, and leave a lasting legacy in the financial industry, this is the place for you. Let’s redefine success together.

    Please send your cover page and resume to darcy.feth@ig.ca.

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    Associates • Kelowna, British Columbia, Canada

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