Financial Advisor

Position: Financial Advisor at IG Wealth Management
Join IG Wealth Management as a Financial Advisor to provide comprehensive financial planning and advice. This primarily remote role enables you to assist clients in managing their financial lives and achieving their goals.

This position requires mutual fund licensing and empowers Advisors to deliver holistic financial strategies in the Corporate Channel. Ideal candidates should possess over three years of client-facing experience, alongside key skills in relationship building and sales. Advisors will also engage with existing IG clients while enjoying a competitive compensation package with bonuses and benefits.

Key Responsibilities:

• Provide holistic financial plans considering clients’ goals and needs

• Build strong client relationships while following regulatory guidelines

• Prioritize servicing existing clients with a focus on retention

• Utilize digital tools to enhance service efficiency

• Manage inbound/outbound client communications effectively

Requirements:

• Mutual fund or securities licensing required

• 3+ years in client-facing financial planning

• Strong relationship and sales skills

• University degree in a relevant field

• Willingness to obtain additional licenses within 60 days

Contribute to clients' financial success by leveraging your expertise in financial planning and digital tools at IG Wealth Management.
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