Remote Wealth Advisor

Position: Remote Wealth Advisor at IG Wealth Management
Become a Wealth Advisor at IG Wealth Management, specializing in comprehensive financial planning for clients in Greater Vancouver. This primarily remote role offers engaging interaction, serving existing clients while ensuring attention to their entire financial life.

As a Wealth Advisor in the Corporate Channel, you'll provide holistic financial plans while adhering to regulatory guidelines. You'll deepen client relationships through proactive service and maximize efficiency by leveraging IGWM's digital tools. This position demands a passion for achieving financial goals and supporting the broader community.

Key Responsibilities:

• Create holistic financial plans for clients' goals

• Deepen client relationships while maintaining compliance

• Deliver superior service focused on existing clients

• Enhance engagements using IGWM's digital resources

• Manage client inquiries and retention marketing initiatives

Requirements:

• Mutual fund or Securities licensed

• 3+ years of financial planning experience

• Strong relationship, sales, and communication skills

• University degree in relevant field

• Willingness to pursue CFP or Financial Planner designation

Utilize your financial expertise to empower clients with IG Wealth Management in Greater Vancouver.
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