Associate Financial Planner

Associate Financial Planner

IG Wealth Management

New Glasgow, NS

Mike MacKean is a leading New Glasgow based Certified Financial Planner & Wealth Management Advisor. We provide a full range of financial products and services to more than 300 families, entrepreneurs, professionals and business owners in New Glasgow and surrounding areas. We have been in practice for over 20 years.

Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service.

RESPONSIBILITIES:

• Support all financial planning, marketing activities and business development
• Identify new business opportunities and develop new client relationships
• Meet directly with existing clients and prospective clients to execute strategic concepts and further the client relationship
• Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services, and strategies to clients directly
• Gathering and inputting client data and information into financial planning software
• Preparing presentations for client meetings
• Updating clients’ financial plans and monitoring and evaluating as circumstances change
• Identifying opportunities to deepen and solidify the relationship with the client (e.g. insurance, banking, etc.)
• Assisting in the preparation of a prospect or client file prior to meetings

THE BENEFITS

• Competitive base salary of 65k + performance based bonuses ranging from $5,000 to $35,000 per year
• Group benefits Plan including Health & Dental
• Entrepreneurial culture that promises personal growth and development in the high-net-worth market
• Opportunity to build a rewarding career with a well-established financial services organization.

REQUIREMENTS

• Three (3) years of experience in the financial services industry
• MFDA license upon starting position
• Life License Qualification Program (LLQP) or willing to obtain
• CFP® and/or other financial services designations, or working towards them
• Demonstrated ability to analyze, synthesize, and summarize data for executive briefing
• Exceptional organizational skills, attention to detail, follow up, ability to work independently, and priority management skills
• Demonstrated self-starter and ability to manage volume, variety, and complexity
• Exceptional collaboration & teamwork skills
• A positive and confident team player who clearly understands and contributes to the goals and needs of the team as a whole
• Superior client relationship management skills and professionalism

About IG Wealth Management

For more than 90 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 personalFinancial Planners.

We thank all applicants, however, only those under consideration will be contacted.

Job Types: Full-time, Permanent

Salary: $65,000.00-$100,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• financial planning: 3 years (preferred)

Work Location: In person

Application deadline: 2024-03-01
Expected start date: 2024-03-01