Wealth Advisor; Mutual fund licensed West Job Ottawa area,Ontario Canada,Finance & Banking

Position: Wealth Advisor (Mutual fund licensed West

Responsibilities

Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.

Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed

Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.

Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools

Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.

Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications
:

Mutual fund licensed or Securities licensed

3+ years of client facing financial planning experience

Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.

University Degree in a relevant field

LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.

ETF approved for trading completed.

Proficiency in the use of digital tools, including CRM and Financial Planning software

Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role

Understanding of the industry, competitive landscape, and economic market issues

Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.

Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting

The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

The expected annual pay range for this position is $85,000 - $130,000, which includes base salary and target variable sales incentive. Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives. This role is also eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

Benefits:

COMPETITIVE COMPENSATION & RECOGNITION
: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

RETIREMENT SAVINGS PROGRAMS
: voluntary Defined Contribution Pension Plan

WORK LIFE BALANCE
: paid volunteer days, competitive time off, including 10 wellness days off, Work Perks discount program, hybrid & flex work arrangements.

INCLUSIVE CULTURE AND DIVERSITY
: living our core values:
Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2

SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further…